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 8-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 | $19,514 | $60,261-67.6% | $81,783-76.1% | $74,546-73.8% |
| Participation rate | 38.5% | 62.9%-24.4pp | 72.4%-33.9pp | 67.2%-28.7pp |
| Annual return | 10.59% | 16.88%-6.3pp | 775.05%-764.5pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $782 | $2,622-70.2% | $2,913-73.1% | $2,624-70.2% |
| Participant deferral / active EE | $1,811 | $3,388-46.6% | $4,320-58.1% | $4,347-58.4% |
| Admin fee / account holder | $7,304 | $1,482+392.7% | $7,380-1.0% | $1,944+275.8% |