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 | $12,731 | $27,915-54.4% | $58,482-78.2% | $75,163-83.1% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.5pp | 67.2%-44.8pp |
| Annual return | 9.65% | 44.20%-34.5pp | 4239.32%-4229.7pp | 160.62%-151.0pp |
| Employer contribution / active EE | $307 | $669-54.1% | $1,053-70.9% | $2,670-88.5% |
| Participant deferral / active EE | $1,089 | $1,201-9.4% | $1,924-43.4% | $4,125-73.6% |
| Admin fee / account holder | $371 | $1,726-78.5% | $2,516-85.2% | $5,651-93.4% |