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 | $74,051 | $27,839+166.0% | $58,482+26.6% | $71,457+3.6% |
| Participation rate | 4.2% | 34.5%-30.3pp | 50.9%-46.6pp | 67.9%-63.7pp |
| Annual return | 10.01% | 26.81%-16.8pp | 4239.32%-4229.3pp | 28.85%-18.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $404 | $1,206-66.5% | $1,924-79.0% | $4,289-90.6% |
| Admin fee / account holder | $14,444 | $1,641+780.4% | $2,516+474.1% | $1,587+810.0% |