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 | $22,807 | $41,078-44.5% | $80,569-71.7% | $71,457-68.1% |
| Participation rate | 21.3% | 50.2%-28.9pp | 67.0%-45.7pp | 67.9%-46.6pp |
| Annual return | 12.83% | 38.45%-25.6pp | 935.43%-922.6pp | 28.85%-16.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $939 | $2,699-65.2% | $4,447-78.9% | $4,289-78.1% |
| Admin fee / account holder | $2,155 | $1,840+17.1% | $5,377-59.9% | $1,587+35.8% |