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 | $11,308 | $67,823-83.3% | $52,425-78.4% | $137,256-91.8% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 5.18% | 219.11%-213.9pp | 302.12%-296.9pp | 220.34%-215.2pp |
| Employer contribution / active EE | $451 | $1,163-61.3% | $914-50.7% | $4,156-89.2% |
| Participant deferral / active EE | $563 | $2,288-75.4% | $1,790-68.5% | $6,407-91.2% |
| Admin fee / account holder | $31,521 | $2,844+1008.3% | $2,495+1163.4% | $12,270+156.9% |