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 | $20,262 | $99,020-79.5% | $86,590-76.6% | $147,584-86.3% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 6.20% | 1312.34%-1306.1pp | 964.84%-958.6pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,628 | $3,132-48.0% | $2,839-42.7% | $4,876-66.6% |
| Participant deferral / active EE | $3,352 | $3,972-15.6% | $3,609-7.1% | $5,439-38.4% |
| Admin fee / account holder | $42,118 | $5,710+637.6% | $4,906+758.6% | $10,885+286.9% |