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 | $10,148 | $112,729-91.0% | $98,716-89.7% | $137,256-92.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | -0.53% | 38.48%-39.0pp | 31.81%-32.3pp | 220.34%-220.9pp |
| Employer contribution / active EE | $523 | $2,725-80.8% | $2,279-77.1% | $4,156-87.4% |
| Participant deferral / active EE | $1,903 | $4,640-59.0% | $4,048-53.0% | $6,407-70.3% |
| Admin fee / account holder | $1,842 | $10,129-81.8% | $8,703-78.8% | $12,270-85.0% |