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 | $27,243-54.4% | $52,425-76.3% | $79,634-84.4% |
| Participation rate | 6.1% | 22.4%-16.4pp | 55.6%-49.6pp | 62.5%-56.4pp |
| Annual return | 7.96% | 63.36%-55.4pp | 302.12%-294.2pp | 36.46%-28.5pp |
| Employer contribution / active EE | $60 | $319-81.2% | $914-93.4% | $2,529-97.6% |
| Participant deferral / active EE | $356 | $636-44.1% | $1,790-80.1% | $3,835-90.7% |
| Admin fee / account holder | $4,248 | $2,105+101.8% | $2,495+70.3% | $1,002+324.0% |