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 | $149,040-81.1% | $120,225-76.5% | $137,256-79.4% |
| Participation rate | 5.0% | 75.4%-70.4pp | 69.6%-64.6pp | 80.0%-75.0pp |
| Annual return | 5.02% | 605.68%-600.7pp | 439.23%-434.2pp | 220.34%-215.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,054 | $4,655-77.4% | $3,999-73.6% | $6,407-83.6% |
| Admin fee / account holder | $92,678 | $6,348+1360.0% | $5,696+1527.0% | $12,270+655.3% |