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 | $9,747 | $88,710-89.0% | $81,783-88.1% | $145,959-93.3% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.4%-13.5pp | 80.3%-21.5pp |
| Annual return | 8.03% | 1027.26%-1019.2pp | 775.05%-767.0pp | 561.95%-553.9pp |
| Employer contribution / active EE | $453 | $3,083-85.3% | $2,913-84.5% | $4,661-90.3% |
| Participant deferral / active EE | $1,050 | $4,645-77.4% | $4,320-75.7% | $6,689-84.3% |
| Admin fee / account holder | $541 | $8,407-93.6% | $7,380-92.7% | $13,398-96.0% |