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 | $6,670 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 4.75% | 70.18%-65.4pp | 57.82%-53.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $733 | $2,918-74.9% | $2,555-71.3% | $4,299-82.9% |
| Participant deferral / active EE | $1,081 | $5,230-79.3% | $4,581-76.4% | $6,507-83.4% |
| Admin fee / account holder | $15,380 | $9,693+58.7% | $8,261+86.2% | $12,624+21.8% |