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 | $9,430 | $54,705-82.8% | $71,209-86.8% | $84,808-88.9% |
| Participation rate | 41.7% | 64.1%-22.4pp | 73.8%-32.1pp | 68.3%-26.6pp |
| Annual return | 12.55% | 35.90%-23.3pp | 282.51%-270.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $464 | $2,158-78.5% | $2,721-83.0% | $2,631-82.4% |
| Participant deferral / active EE | $781 | $3,030-74.2% | $4,175-81.3% | $4,212-81.4% |
| Admin fee / account holder | $303 | $4,863-93.8% | $5,349-94.3% | $7,344-95.9% |