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 | $7,265 | $76,738-90.5% | $56,411-87.1% | $145,922-95.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -1.88% | 2994.23%-2996.1pp | 1701.33%-1703.2pp | 561.29%-563.2pp |
| Employer contribution / active EE | $750 | $1,380-45.6% | $1,039-27.8% | $4,660-83.9% |
| Participant deferral / active EE | $1,136 | $2,623-56.7% | $1,952-41.8% | $6,688-83.0% |
| Admin fee / account holder | $727 | $3,334-78.2% | $2,829-74.3% | $13,397-94.6% |