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 9-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 | $12,904 | $63,703-79.7% | $93,063-86.1% | $82,448-84.3% |
| Participation rate | 36.9% | 63.8%-26.9pp | 72.1%-35.2pp | 68.1%-31.1pp |
| Annual return | 10.67% | -775.43%+786.1pp | 34.15%-23.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $494 | $1,729-71.4% | $2,476-80.0% | $2,551-80.6% |
| Participant deferral / active EE | $1,045 | $2,919-64.2% | $3,958-73.6% | $4,139-74.7% |
| Admin fee / account holder | $7,276 | $5,982+21.6% | $6,033+20.6% | $7,234+0.6% |