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 | $13,193 | $74,888-82.4% | $71,209-81.5% | $142,382-90.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 11.13% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,543 | $2,854-10.9% | $2,721-6.5% | $4,299-40.8% |
| Participant deferral / active EE | $7,069 | $4,454+58.7% | $4,175+69.3% | $6,507+8.6% |
| Admin fee / account holder | $11,881 | $5,568+113.4% | $5,349+122.1% | $12,624-5.9% |