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 5-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 | $13,978 | $34,934-60.0% | $56,411-75.2% | $74,495-81.2% |
| Participation rate | 12.8% | 32.8%-20.1pp | 52.5%-39.7pp | 67.2%-54.4pp |
| Annual return | 0.41% | 25.94%-25.5pp | 1701.33%-1700.9pp | 1364.94%-1364.5pp |
| Employer contribution / active EE | $193 | $609-68.4% | $1,039-81.5% | $2,623-92.7% |
| Participant deferral / active EE | $1,095 | $1,170-6.4% | $1,952-43.9% | $4,346-74.8% |
| Admin fee / account holder | $5,351 | $2,364+126.4% | $2,829+89.2% | $1,942+175.6% |