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 | $15,961 | $111,814-85.7% | $93,654-83.0% | $145,959-89.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 1.47% | 203.30%-201.8pp | 133.34%-131.9pp | 561.95%-560.5pp |
| Employer contribution / active EE | $770 | $3,092-75.1% | $2,421-68.2% | $4,661-83.5% |
| Participant deferral / active EE | $6,428 | $4,914+30.8% | $4,413+45.7% | $6,689-3.9% |
| Admin fee / account holder | $2,215 | $10,246-78.4% | $8,282-73.3% | $13,398-83.5% |