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 5-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 | $25,985 | $210,648-87.7% | $177,989-85.4% | $145,922-82.2% |
| Participation rate | 54.2% | 80.8%-26.6pp | 77.1%-22.9pp | 80.3%-26.1pp |
| Annual return | -0.47% | 385.86%-386.3pp | 294.48%-295.0pp | 561.29%-561.8pp |
| Employer contribution / active EE | $927 | $4,565-79.7% | $3,949-76.5% | $4,660-80.1% |
| Participant deferral / active EE | $3,448 | $6,958-50.4% | $6,276-45.1% | $6,688-48.4% |
| Admin fee / account holder | $2,321 | $12,013-80.7% | $10,363-77.6% | $13,397-82.7% |