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 | $32,274 | $96,635-66.6% | $86,612-62.7% | $139,434-76.9% |
| Participation rate | 5.9% | 74.4%-68.5pp | 71.7%-65.8pp | 80.3%-74.4pp |
| Annual return | 9.47% | 106.41%-96.9pp | 591.07%-581.6pp | 372.94%-363.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $929 | $4,836-80.8% | $4,438-79.1% | $6,710-86.2% |
| Admin fee / account holder | $26,280 | $6,408+310.1% | $5,614+368.1% | $11,403+130.5% |