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 10-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 | $26,802 | $72,400-63.0% | $67,502-60.3% | $145,922-81.6% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.06% | 7182.46%-7174.4pp | 3512.12%-3504.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $605 | $3,069-80.3% | $2,731-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $2,031 | $4,783-57.5% | $4,000-49.2% | $6,688-69.6% |
| Admin fee / account holder | $19,885 | $5,539+259.0% | $3,998+397.4% | $13,397+48.4% |