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 | $70,606-84.0% | $53,898-79.0% | $142,382-92.1% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 5.18% | 619.81%-614.6pp | 528.60%-523.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $451 | $1,202-62.5% | $932-51.7% | $4,299-89.5% |
| Participant deferral / active EE | $563 | $2,364-76.2% | $1,826-69.2% | $6,507-91.3% |
| Admin fee / account holder | $31,521 | $2,852+1005.4% | $2,491+1165.5% | $12,624+149.7% |