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 | $25,809 | $88,751-70.9% | $81,812-68.5% | $145,922-82.3% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 9.06% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $468 | $3,083-84.8% | $2,912-83.9% | $4,660-90.0% |
| Participant deferral / active EE | $1,170 | $4,643-74.8% | $4,319-72.9% | $6,688-82.5% |
| Admin fee / account holder | $55,761 | $8,415+562.6% | $7,386+655.0% | $13,397+316.2% |