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 3-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 | $90,225 | $100,041-9.8% | $149,718-39.7% | $70,131+28.7% |
| Participation rate | 1.6% | 83.6%-82.0pp | 87.1%-85.5pp | 69.5%-68.0pp |
| Annual return | 12.46% | 27.43%-15.0pp | 1501.63%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,598 | $3,662-29.0% | $5,445-52.3% | $2,342+10.9% |
| Participant deferral / active EE | $4,047 | $4,983-18.8% | $6,569-38.4% | $3,332+21.5% |
| Admin fee / account holder | $5,519,054 | $8,286+66504.6% | $11,283+48816.0% | $4,645+118708.5% |