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 6-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 | $25,693 | $30,588-16.0% | $53,898-52.3% | $85,563-70.0% |
| Participation rate | 14.6% | 26.3%-11.8pp | 55.0%-40.4pp | 66.0%-51.4pp |
| Annual return | 13.03% | 50.42%-37.4pp | 528.60%-515.6pp | 31.51%-18.5pp |
| Employer contribution / active EE | $258 | $436-40.9% | $932-72.4% | $2,654-90.3% |
| Participant deferral / active EE | $584 | $848-31.1% | $1,826-68.0% | $4,375-86.6% |
| Admin fee / account holder | $3,509 | $1,879+86.7% | $2,491+40.9% | $834+320.6% |