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 4-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 | $8,017 | $101,618-92.1% | $93,063-91.4% | $137,256-94.2% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 7.81% | 223.95%-216.1pp | 34.15%-26.3pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,207 | $2,707-55.4% | $2,476-51.3% | $4,156-71.0% |
| Participant deferral / active EE | $1,509 | $4,279-64.7% | $3,958-61.9% | $6,407-76.4% |
| Admin fee / account holder | $13,756 | $6,198+121.9% | $6,033+128.0% | $12,270+12.1% |