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 7-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 | $26,610 | $48,230-44.8% | $67,502-60.6% | $80,856-67.1% |
| Participation rate | 46.0% | 66.4%-20.4pp | 72.9%-26.9pp | 67.6%-21.6pp |
| Annual return | 7.56% | 18.28%-10.7pp | 3512.12%-3504.6pp | 35.59%-28.0pp |
| Employer contribution / active EE | $607 | $2,020-70.0% | $2,731-77.8% | $2,755-78.0% |
| Participant deferral / active EE | $1,125 | $2,924-61.5% | $4,000-71.9% | $4,296-73.8% |
| Admin fee / account holder | $9,440 | $3,681+156.4% | $3,998+136.2% | $6,918+36.5% |