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 | $10,139 | $57,281-82.3% | $86,612-88.3% | $75,163-86.5% |
| Participation rate | 31.1% | 63.2%-32.1pp | 71.7%-40.6pp | 67.2%-36.1pp |
| Annual return | 5.77% | 2670.75%-2665.0pp | 591.07%-585.3pp | 160.62%-154.8pp |
| Employer contribution / active EE | $530 | $2,314-77.1% | $3,022-82.5% | $2,670-80.1% |
| Participant deferral / active EE | $1,269 | $3,318-61.8% | $4,438-71.4% | $4,125-69.2% |
| Admin fee / account holder | $2,364 | $4,112-42.5% | $5,614-57.9% | $5,651-58.2% |