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 5-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 | $12,436 | $30,588-59.3% | $53,898-76.9% | $85,563-85.5% |
| Participation rate | 6.1% | 26.3%-20.3pp | 55.0%-48.9pp | 66.0%-59.9pp |
| Annual return | 7.96% | 50.42%-42.5pp | 528.60%-520.6pp | 31.51%-23.6pp |
| Employer contribution / active EE | $60 | $436-86.2% | $932-93.6% | $2,654-97.7% |
| Participant deferral / active EE | $356 | $848-58.1% | $1,826-80.5% | $4,375-91.9% |
| Admin fee / account holder | $4,248 | $1,879+126.1% | $2,491+70.6% | $834+409.3% |