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 | $6,864 | $74,888-90.8% | $71,209-90.4% | $142,382-95.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 1.59% | 345.14%-343.6pp | 282.51%-280.9pp | 217.08%-215.5pp |
| Employer contribution / active EE | $890 | $2,854-68.8% | $2,721-67.3% | $4,299-79.3% |
| Participant deferral / active EE | $963 | $4,454-78.4% | $4,175-76.9% | $6,507-85.2% |
| Admin fee / account holder | $39,641 | $5,568+611.9% | $5,349+641.1% | $12,624+214.0% |