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 | $55,763 | $39,019+42.9% | $80,716-30.9% | $85,850-35.0% |
| Participation rate | 16.3% | 41.5%-25.3pp | 54.2%-37.9pp | 69.3%-53.0pp |
| Annual return | 5.28% | 26.27%-21.0pp | 87.28%-82.0pp | 318.53%-313.2pp |
| Employer contribution / active EE | $603 | $722-16.5% | $1,160-48.0% | $2,565-76.5% |
| Participant deferral / active EE | $803 | $1,326-39.4% | $2,146-62.6% | $3,952-79.7% |
| Admin fee / account holder | $201,825 | $2,431+8202.8% | $3,380+5871.5% | $6,260+3124.1% |