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 10-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 | $12,867 | $94,338-86.4% | $100,534-87.2% | $142,382-91.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 80.6%-30.6pp | 80.1%-30.1pp |
| Annual return | 5.73% | 29.20%-23.5pp | 32.66%-26.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,602 | $4,237-62.2% | $4,346-63.2% | $4,299-62.7% |
| Participant deferral / active EE | $2,639 | $5,934-55.5% | $6,144-57.1% | $6,507-59.5% |
| Admin fee / account holder | $146,037 | $8,421+1634.2% | $7,654+1807.9% | $12,624+1056.8% |