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 3-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 | $19,547 | $70,606-72.3% | $53,898-63.7% | $142,382-86.3% |
| Participation rate | 13.3% | 63.7%-50.4pp | 55.0%-41.6pp | 80.1%-66.8pp |
| Annual return | 3.44% | 619.81%-616.4pp | 528.60%-525.2pp | 217.08%-213.6pp |
| Employer contribution / active EE | $70 | $1,202-94.2% | $932-92.5% | $4,299-98.4% |
| Participant deferral / active EE | $421 | $2,364-82.2% | $1,826-77.0% | $6,507-93.5% |
| Admin fee / account holder | $23,477 | $2,852+723.3% | $2,491+842.5% | $12,624+86.0% |