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 | $36,678 | $87,166-57.9% | $76,735-52.2% | $137,256-73.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | -1.36% | 26.50%-27.9pp | 29.77%-31.1pp | 220.34%-221.7pp |
| Employer contribution / active EE | $5,839 | $2,904+101.0% | $2,454+137.9% | $4,156+40.5% |
| Participant deferral / active EE | $16,519 | $4,726+249.5% | $4,088+304.1% | $6,407+157.8% |
| Admin fee / account holder | $35,254 | $8,403+319.5% | $7,189+390.4% | $12,270+187.3% |