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 | $14,417 | $73,515-80.4% | $62,995-77.1% | $147,584-90.2% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.8%-20.3pp | 82.8%-28.3pp |
| Annual return | 4.35% | 175.43%-171.1pp | 87.57%-83.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,124 | $3,320-66.2% | $2,759-59.3% | $4,876-77.0% |
| Participant deferral / active EE | $904 | $4,185-78.4% | $3,329-72.9% | $5,439-83.4% |
| Admin fee / account holder | $18,082 | $5,953+203.7% | $3,600+402.3% | $10,885+66.1% |