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 | $9,339 | $104,974-91.1% | $95,585-90.2% | $142,382-93.4% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.1%-62.1pp | 80.1%-70.1pp |
| Annual return | 2.52% | 210.33%-207.8pp | 38.56%-36.0pp | 217.08%-214.6pp |
| Employer contribution / active EE | $628 | $2,779-77.4% | $2,527-75.1% | $4,299-85.4% |
| Participant deferral / active EE | $2,350 | $4,352-46.0% | $4,023-41.6% | $6,507-63.9% |
| Admin fee / account holder | $102,381 | $6,386+1503.2% | $6,127+1570.9% | $12,624+711.0% |