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 | $20,894 | $29,319-28.7% | $52,425-60.1% | $82,448-74.7% |
| Participation rate | 34.0% | 46.9%-12.9pp | 55.6%-21.6pp | 68.1%-34.1pp |
| Annual return | 14.06% | 535.20%-521.1pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $524 | $586-10.6% | $914-42.7% | $2,551-79.5% |
| Participant deferral / active EE | $1,498 | $1,171+27.9% | $1,790-16.3% | $4,139-63.8% |
| Admin fee / account holder | $1,154 | $1,962-41.2% | $2,495-53.8% | $7,234-84.1% |