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 | $10,105 | $39,019-74.1% | $80,716-87.5% | $85,850-88.2% |
| Participation rate | 69.4% | 41.5%+27.8pp | 54.2%+15.2pp | 69.3%0pp |
| Annual return | 11.27% | 26.27%-15.0pp | 87.28%-76.0pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,729 | $722+139.4% | $1,160+49.0% | $2,565-32.6% |
| Participant deferral / active EE | $1,831 | $1,326+38.1% | $2,146-14.7% | $3,952-53.7% |
| Admin fee / account holder | $1,294 | $2,431-46.8% | $3,380-61.7% | $6,260-79.3% |