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 3-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 | $12,268 | $88,751-86.2% | $81,812-85.0% | $145,922-91.6% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 3.09% | 1025.40%-1022.3pp | 773.79%-770.7pp | 561.29%-558.2pp |
| Employer contribution / active EE | $2,267 | $3,083-26.5% | $2,912-22.2% | $4,660-51.3% |
| Participant deferral / active EE | $4,533 | $4,643-2.4% | $4,319+5.0% | $6,688-32.2% |
| Admin fee / account holder | $999 | $8,415-88.1% | $7,386-86.5% | $13,397-92.5% |