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 | $16,716 | $30,588-45.4% | $53,898-69.0% | $85,563-80.5% |
| Participation rate | 13.3% | 26.3%-13.1pp | 55.0%-41.7pp | 66.0%-52.7pp |
| Annual return | 5.40% | 50.42%-45.0pp | 528.60%-523.2pp | 31.51%-26.1pp |
| Employer contribution / active EE | $147 | $436-66.4% | $932-84.3% | $2,654-94.5% |
| Participant deferral / active EE | $516 | $848-39.2% | $1,826-71.8% | $4,375-88.2% |
| Admin fee / account holder | $3,190 | $1,879+69.8% | $2,491+28.1% | $834+282.4% |