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 | $14,884 | $70,606-78.9% | $53,898-72.4% | $142,382-89.5% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 5.12% | 619.81%-614.7pp | 528.60%-523.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $756 | $1,202-37.1% | $932-18.9% | $4,299-82.4% |
| Participant deferral / active EE | $1,800 | $2,364-23.9% | $1,826-1.4% | $6,507-72.3% |
| Admin fee / account holder | $49,228 | $2,852+1626.3% | $2,491+1876.4% | $12,624+290.0% |