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 | $31,139 | $106,890-70.9% | $84,015-62.9% | $152,861-79.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 6.19% | 104.99%-98.8pp | 71.31%-65.1pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,517 | $2,734-44.5% | $1,983-23.5% | $4,762-68.1% |
| Participant deferral / active EE | $3,043 | $4,011-24.1% | $3,239-6.0% | $5,850-48.0% |
| Admin fee / account holder | $659 | $8,285-92.0% | $6,101-89.2% | $11,596-94.3% |