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 | $31,944 | $81,248-60.7% | $155,509-79.5% | $80,856-60.5% |
| Participation rate | 13.8% | 66.2%-52.4pp | 78.2%-64.4pp | 67.6%-53.8pp |
| Annual return | 8.28% | 33.31%-25.0pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $503 | $3,100-83.8% | $4,672-89.2% | $2,755-81.8% |
| Participant deferral / active EE | $1,206 | $3,452-65.1% | $5,626-78.6% | $4,296-71.9% |
| Admin fee / account holder | $87,562 | $7,997+994.9% | $15,912+450.3% | $6,918+1165.7% |