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 | $12,697 | $74,888-83.0% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.1%-33.5pp |
| Annual return | 6.78% | 345.14%-338.4pp | 282.51%-275.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $536 | $2,854-81.2% | $2,721-80.3% | $4,299-87.5% |
| Participant deferral / active EE | $643 | $4,454-85.6% | $4,175-84.6% | $6,507-90.1% |
| Admin fee / account holder | $18,884 | $5,568+239.1% | $5,349+253.1% | $12,624+49.6% |