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 | $1,325 | $76,738-98.3% | $56,411-97.7% | $145,922-99.1% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 3.21% | 2994.23%-2991.0pp | 1701.33%-1698.1pp | 561.29%-558.1pp |
| Employer contribution / active EE | $191 | $1,380-86.2% | $1,039-81.7% | $4,660-95.9% |
| Participant deferral / active EE | $231 | $2,623-91.2% | $1,952-88.2% | $6,688-96.5% |
| Admin fee / account holder | $4,107 | $3,334+23.2% | $2,829+45.2% | $13,397-69.3% |