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 7-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 | $29,644 | $34,934-15.1% | $56,411-47.5% | $74,495-60.2% |
| Participation rate | 19.2% | 32.8%-13.7pp | 52.5%-33.3pp | 67.2%-48.0pp |
| Annual return | 8.63% | 25.94%-17.3pp | 1701.33%-1692.7pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $114 | $609-81.3% | $1,039-89.0% | $2,623-95.7% |
| Participant deferral / active EE | $496 | $1,170-57.6% | $1,952-74.6% | $4,346-88.6% |
| Admin fee / account holder | $903 | $2,364-61.8% | $2,829-68.1% | $1,942-53.5% |