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 | $24,787 | $31,310-20.8% | $53,898-54.0% | $74,304-66.6% |
| Participation rate | 16.9% | 30.7%-13.7pp | 55.0%-38.0pp | 60.3%-43.4pp |
| Annual return | 12.89% | 23.16%-10.3pp | 528.60%-515.7pp | 29.43%-16.5pp |
| Employer contribution / active EE | $362 | $450-19.4% | $932-61.1% | $2,241-83.8% |
| Participant deferral / active EE | $706 | $934-24.4% | $1,826-61.3% | $3,767-81.3% |
| Admin fee / account holder | $11,048 | $2,175+407.8% | $2,491+343.5% | $2,969+272.1% |