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 | $12,230 | $74,888-83.7% | $71,209-82.8% | $142,382-91.4% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 2.24% | 345.14%-342.9pp | 282.51%-280.3pp | 217.08%-214.8pp |
| Employer contribution / active EE | $3,646 | $2,854+27.7% | $2,721+34.0% | $4,299-15.2% |
| Participant deferral / active EE | $1,672 | $4,454-62.5% | $4,175-59.9% | $6,507-74.3% |
| Admin fee / account holder | $198,223 | $5,568+3459.8% | $5,349+3605.9% | $12,624+1470.2% |