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 | $3,167 | $81,625-96.1% | $58,482-94.6% | $139,434-97.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | -866.29% | 7404.20%-8270.5pp | 4239.32%-5105.6pp | 372.94%-1239.2pp |
| Employer contribution / active EE | $751 | $1,398-46.3% | $1,053-28.7% | $4,751-84.2% |
| Participant deferral / active EE | $751 | $2,557-70.6% | $1,924-60.9% | $6,710-88.8% |
| Admin fee / account holder | $1,801 | $3,265-44.8% | $2,516-28.4% | $11,403-84.2% |