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 | $77,751 | $29,660+162.1% | $56,411+37.8% | $80,856-3.8% |
| Participation rate | 10.7% | 41.6%-30.9pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 10.21% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $337 | $669-49.6% | $1,039-67.5% | $2,755-87.8% |
| Participant deferral / active EE | $1,715 | $1,226+39.9% | $1,952-12.2% | $4,296-60.1% |
| Admin fee / account holder | $14,197 | $2,428+484.8% | $2,829+401.9% | $6,918+105.2% |