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 | $19,720 | $60,022-67.1% | $88,946-77.8% | $84,808-76.7% |
| Participation rate | 29.5% | 57.8%-28.3pp | 68.8%-39.3pp | 68.3%-38.8pp |
| Annual return | 12.89% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $560 | $1,703-67.1% | $2,555-78.1% | $2,631-78.7% |
| Participant deferral / active EE | $1,103 | $3,114-64.6% | $4,581-75.9% | $4,212-73.8% |
| Admin fee / account holder | $12,535 | $4,811+160.5% | $8,261+51.7% | $7,344+70.7% |