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 7-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 | $19,000 | $70,756-73.1% | $65,493-71.0% | $142,382-86.7% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.1%-50.1pp |
| Annual return | 1.25% | 1754.89%-1753.6pp | 982.45%-981.2pp | 217.08%-215.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,730 | $4,637+2.0% | $3,961+19.4% | $6,507-27.3% |
| Admin fee / account holder | $29,180 | $6,559+344.9% | $5,028+480.3% | $12,624+131.2% |