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 | $74,307 | $61,789+20.3% | $97,167-23.5% | $80,874-8.1% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.7%-40.4pp | 67.6%-35.3pp |
| Annual return | 8.86% | -557.90%+566.8pp | 75.27%-66.4pp | 35.62%-26.8pp |
| Employer contribution / active EE | $580 | $1,837-68.4% | $2,729-78.7% | $2,756-78.9% |
| Participant deferral / active EE | $1,331 | $3,028-56.1% | $4,264-68.8% | $4,297-69.0% |
| Admin fee / account holder | $9,708 | $5,168+87.8% | $5,650+71.8% | $6,935+40.0% |