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 6-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 | $7,809 | $54,705-85.7% | $71,209-89.0% | $84,808-90.8% |
| Participation rate | 44.8% | 64.1%-19.2pp | 73.8%-28.9pp | 68.3%-23.5pp |
| Annual return | 10.49% | 35.90%-25.4pp | 282.51%-272.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,127 | $2,158-47.8% | $2,721-58.6% | $2,631-57.2% |
| Participant deferral / active EE | $1,248 | $3,030-58.8% | $4,175-70.1% | $4,212-70.4% |
| Admin fee / account holder | $15,252 | $4,863+213.6% | $5,349+185.1% | $7,344+107.7% |