See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,357 | $27,839-48.4% | $58,482-75.5% | $71,457-79.9% |
| Participation rate | 11.8% | 34.5%-22.8pp | 50.9%-39.1pp | 67.9%-56.2pp |
| Annual return | 6.38% | 26.81%-20.4pp | 4239.32%-4232.9pp | 28.85%-22.5pp |
| Employer contribution / active EE | $163 | $631-74.1% | $1,053-84.5% | $2,588-93.7% |
| Participant deferral / active EE | $391 | $1,206-67.6% | $1,924-79.7% | $4,289-90.9% |
| Admin fee / account holder | $1,142 | $1,641-30.4% | $2,516-54.6% | $1,587-28.0% |