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 | $9,074 | $30,400-70.2% | $53,898-83.2% | $84,808-89.3% |
| Participation rate | 27.5% | 46.4%-18.9pp | 55.0%-27.5pp | 68.3%-40.8pp |
| Annual return | 14.35% | 500.19%-485.8pp | 528.60%-514.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $415 | $603-31.1% | $932-55.5% | $2,631-84.2% |
| Participant deferral / active EE | $862 | $1,199-28.1% | $1,826-52.8% | $4,212-79.5% |
| Admin fee / account holder | $4,272 | $1,993+114.3% | $2,491+71.5% | $7,344-41.8% |