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 | $19,021 | $90,348-78.9% | $75,972-75.0% | $145,922-87.0% |
| Participation rate | 55.0% | 74.5%-19.5pp | 69.1%-14.1pp | 80.3%-25.3pp |
| Annual return | 4.08% | 620.88%-616.8pp | 359.55%-355.5pp | 561.29%-557.2pp |
| Employer contribution / active EE | $824 | $3,311-75.1% | $2,685-69.3% | $4,660-82.3% |
| Participant deferral / active EE | $2,363 | $5,162-54.2% | $4,255-44.5% | $6,688-64.7% |
| Admin fee / account holder | $17,031 | $8,467+101.1% | $6,467+163.4% | $13,397+27.1% |