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 | $6,932 | $72,400-90.4% | $67,502-89.7% | $145,922-95.2% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | -2.46% | 7182.46%-7184.9pp | 3512.12%-3514.6pp | 561.29%-563.7pp |
| Employer contribution / active EE | $977 | $3,069-68.2% | $2,731-64.2% | $4,660-79.0% |
| Participant deferral / active EE | $1,468 | $4,783-69.3% | $4,000-63.3% | $6,688-78.0% |
| Admin fee / account holder | $7,065 | $5,539+27.6% | $3,998+76.7% | $13,397-47.3% |