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 | $23,040 | $74,888-69.2% | $71,209-67.6% | $142,382-83.8% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.1%-67.6pp |
| Annual return | -4.45% | 345.14%-349.6pp | 282.51%-287.0pp | 217.08%-221.5pp |
| Employer contribution / active EE | $815 | $2,854-71.4% | $2,721-70.0% | $4,299-81.0% |
| Participant deferral / active EE | $961 | $4,454-78.4% | $4,175-77.0% | $6,507-85.2% |
| Admin fee / account holder | $2,169 | $5,568-61.0% | $5,349-59.4% | $12,624-82.8% |