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 3-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 | $25,193 | $30,400-17.1% | $53,898-53.3% | $84,808-70.3% |
| Participation rate | 11.4% | 46.4%-35.0pp | 55.0%-43.5pp | 68.3%-56.9pp |
| Annual return | 13.90% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $283 | $603-53.0% | $932-69.6% | $2,631-89.2% |
| Participant deferral / active EE | $1,094 | $1,199-8.8% | $1,826-40.1% | $4,212-74.0% |
| Admin fee / account holder | $4,096 | $1,993+105.5% | $2,491+64.5% | $7,344-44.2% |