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 | $6,971 | $109,982-93.7% | $97,226-92.8% | $145,922-95.2% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 7.43% | 242.90%-235.5pp | 75.13%-67.7pp | 561.29%-553.9pp |
| Employer contribution / active EE | $480 | $3,084-84.4% | $2,729-82.4% | $4,660-89.7% |
| Participant deferral / active EE | $833 | $4,676-82.2% | $4,264-80.5% | $6,688-87.5% |
| Admin fee / account holder | $2,192 | $6,221-64.8% | $5,654-61.2% | $13,397-83.6% |