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 9-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 | $28,117 | $39,019-27.9% | $80,716-65.2% | $85,850-67.2% |
| Participation rate | 52.6% | 41.5%+11.1pp | 54.2%-1.5pp | 69.3%-16.7pp |
| Annual return | 10.39% | 26.27%-15.9pp | 87.28%-76.9pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,013 | $722+40.3% | $1,160-12.7% | $2,565-60.5% |
| Participant deferral / active EE | $2,110 | $1,326+59.2% | $2,146-1.7% | $3,952-46.6% |
| Admin fee / account holder | $622 | $2,431-74.4% | $3,380-81.6% | $6,260-90.1% |