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 | $36,295 | $29,660+22.4% | $56,411-35.7% | $80,856-55.1% |
| Participation rate | 25.6% | 41.6%-16.1pp | 52.5%-26.9pp | 67.6%-42.1pp |
| Annual return | 8.72% | 35.23%-26.5pp | 1701.33%-1692.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $438 | $1,226-64.3% | $1,952-77.6% | $4,296-89.8% |
| Admin fee / account holder | $9,931 | $2,428+309.1% | $2,829+251.1% | $6,918+43.6% |