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 6-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 | $10,624 | $110,502-90.4% | $80,716-86.8% | $167,490-93.7% |
| Participation rate | 5.6% | 64.0%-58.4pp | 54.2%-48.6pp | 82.1%-76.5pp |
| Annual return | -1.85% | 120.54%-122.4pp | 87.28%-89.1pp | 478.56%-480.4pp |
| Employer contribution / active EE | $122 | $1,543-92.1% | $1,160-89.5% | $4,837-97.5% |
| Participant deferral / active EE | $269 | $2,871-90.6% | $2,146-87.5% | $6,341-95.8% |
| Admin fee / account holder | $1,362 | $4,545-70.0% | $3,380-59.7% | $12,309-88.9% |