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 | $29,319-70.5% | $52,425-83.5% | $82,448-89.5% |
| Participation rate | 51.7% | 46.9%+4.9pp | 55.6%-3.9pp | 68.1%-16.3pp |
| Annual return | 5.26% | 535.20%-529.9pp | 302.12%-296.9pp | 41.64%-36.4pp |
| Employer contribution / active EE | $557 | $586-5.1% | $914-39.1% | $2,551-78.2% |
| Participant deferral / active EE | $588 | $1,171-49.8% | $1,790-67.1% | $4,139-85.8% |
| Admin fee / account holder | $2,791 | $1,962+42.2% | $2,495+11.9% | $7,234-61.4% |