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 | $26,834 | $48,230-44.4% | $67,502-60.2% | $80,856-66.8% |
| Participation rate | 36.7% | 66.4%-29.7pp | 72.9%-36.2pp | 67.6%-31.0pp |
| Annual return | 9.61% | 18.28%-8.7pp | 3512.12%-3502.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $988 | $2,020-51.1% | $2,731-63.8% | $2,755-64.1% |
| Participant deferral / active EE | $2,471 | $2,924-15.5% | $4,000-38.2% | $4,296-42.5% |
| Admin fee / account holder | $1,969 | $3,681-46.5% | $3,998-50.7% | $6,918-71.5% |