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 7-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 | $35,268 | $34,934+1.0% | $56,411-37.5% | $74,495-52.7% |
| Participation rate | 0.0% | 32.8%-32.8pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 10.22% | 25.94%-15.7pp | 1701.33%-1691.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $179 | $609-70.6% | $1,039-82.7% | $2,623-93.2% |
| Participant deferral / active EE | $241 | $1,170-79.4% | $1,952-87.7% | $4,346-94.5% |
| Admin fee / account holder | $1,324 | $2,364-44.0% | $2,829-53.2% | $1,942-31.8% |