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 | $7,920 | $99,877-92.1% | $84,966-90.7% | $145,922-94.6% |
| Participation rate | 43.8% | 74.1%-30.3pp | 67.5%-23.8pp | 80.3%-36.5pp |
| Annual return | 1.58% | 83.76%-82.2pp | 66.38%-64.8pp | 561.29%-559.7pp |
| Employer contribution / active EE | $1,034 | $3,231-68.0% | $2,727-62.1% | $4,660-77.8% |
| Participant deferral / active EE | $2,093 | $5,291-60.4% | $4,519-53.7% | $6,688-68.7% |
| Admin fee / account holder | $926 | $7,248-87.2% | $6,149-84.9% | $13,397-93.1% |