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 4-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 | $28,002 | $67,823-58.7% | $52,425-46.6% | $137,256-79.6% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 1.32% | 219.11%-217.8pp | 302.12%-300.8pp | 220.34%-219.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,697 | $2,288-25.9% | $1,790-5.2% | $6,407-73.5% |
| Admin fee / account holder | $8,718 | $2,844+206.5% | $2,495+249.4% | $12,270-28.9% |