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 | $8,658 | $30,400-71.5% | $53,898-83.9% | $84,808-89.8% |
| Participation rate | 51.7% | 46.4%+5.3pp | 55.0%-3.2pp | 68.3%-16.6pp |
| Annual return | 5.26% | 500.19%-494.9pp | 528.60%-523.3pp | 40.90%-35.6pp |
| Employer contribution / active EE | $557 | $603-7.7% | $932-40.3% | $2,631-78.8% |
| Participant deferral / active EE | $588 | $1,199-50.9% | $1,826-67.8% | $4,212-86.0% |
| Admin fee / account holder | $2,791 | $1,993+40.0% | $2,491+12.0% | $7,344-62.0% |