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 8-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 | $3,028 | $74,888-96.0% | $71,209-95.7% | $142,382-97.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 7.49% | 345.14%-337.7pp | 282.51%-275.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,277 | $2,854-20.2% | $2,721-16.3% | $4,299-47.0% |
| Participant deferral / active EE | $3,558 | $4,454-20.1% | $4,175-14.8% | $6,507-45.3% |
| Admin fee / account holder | $55,095 | $5,568+889.4% | $5,349+930.0% | $12,624+336.4% |