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 | $5,059 | $70,606-92.8% | $53,898-90.6% | $142,382-96.4% |
| Participation rate | 41.7% | 63.7%-22.0pp | 55.0%-13.3pp | 80.1%-38.5pp |
| Annual return | -2.93% | 619.81%-622.7pp | 528.60%-531.5pp | 217.08%-220.0pp |
| Employer contribution / active EE | $153 | $1,202-87.3% | $932-83.6% | $4,299-96.4% |
| Participant deferral / active EE | $325 | $2,364-86.3% | $1,826-82.2% | $6,507-95.0% |
| Admin fee / account holder | $2,954 | $2,852+3.6% | $2,491+18.6% | $12,624-76.6% |