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 4-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 | $16,197 | $51,576-68.6% | $129,207-87.5% | $80,856-80.0% |
| Participation rate | 15.9% | 57.0%-41.1pp | 69.6%-53.7pp | 67.6%-51.7pp |
| Annual return | 9.81% | 20.81%-11.0pp | 9417.33%-9407.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $362 | $1,584-77.1% | $4,153-91.3% | $2,755-86.9% |
| Participant deferral / active EE | $897 | $2,669-66.4% | $4,168-78.5% | $4,296-79.1% |
| Admin fee / account holder | $3,411 | $4,305-20.8% | $7,715-55.8% | $6,918-50.7% |