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 | $5,874 | $76,738-92.3% | $56,411-89.6% | $145,922-96.0% |
| Participation rate | 17.6% | 63.2%-45.6pp | 52.5%-34.8pp | 80.3%-62.6pp |
| Annual return | 3.23% | 2994.23%-2991.0pp | 1701.33%-1698.1pp | 561.29%-558.1pp |
| Employer contribution / active EE | $192 | $1,380-86.1% | $1,039-81.5% | $4,660-95.9% |
| Participant deferral / active EE | $227 | $2,623-91.4% | $1,952-88.4% | $6,688-96.6% |
| Admin fee / account holder | $1,447 | $3,334-56.6% | $2,829-48.9% | $13,397-89.2% |