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 | $14,525 | $29,660-51.0% | $56,411-74.3% | $80,856-82.0% |
| Participation rate | 35.6% | 41.6%-6.1pp | 52.5%-16.9pp | 67.6%-32.1pp |
| Annual return | 9.41% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $277 | $669-58.6% | $1,039-73.3% | $2,755-89.9% |
| Participant deferral / active EE | $1,041 | $1,226-15.1% | $1,952-46.7% | $4,296-75.8% |
| Admin fee / account holder | $3,536 | $2,428+45.6% | $2,829+25.0% | $6,918-48.9% |