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 | $28,226 | $158,398-82.2% | $126,539-77.7% | $142,382-80.2% |
| Participation rate | 5.0% | 75.8%-70.8pp | 69.8%-64.8pp | 80.1%-75.1pp |
| Annual return | 5.02% | 593.76%-588.7pp | 425.95%-420.9pp | 217.08%-212.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,054 | $4,767-77.9% | $4,083-74.2% | $6,507-83.8% |
| Admin fee / account holder | $92,678 | $6,918+1239.7% | $6,065+1428.2% | $12,624+634.2% |