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 | $5,257 | $54,705-90.4% | $71,209-92.6% | $84,808-93.8% |
| Participation rate | 48.4% | 64.1%-15.7pp | 73.8%-25.4pp | 68.3%-19.9pp |
| Annual return | -15.69% | 35.90%-51.6pp | 282.51%-298.2pp | 40.90%-56.6pp |
| Employer contribution / active EE | $626 | $2,158-71.0% | $2,721-77.0% | $2,631-76.2% |
| Participant deferral / active EE | $1,216 | $3,030-59.9% | $4,175-70.9% | $4,212-71.1% |
| Admin fee / account holder | $783 | $4,863-83.9% | $5,349-85.4% | $7,344-89.3% |