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 | $6,133 | $101,618-94.0% | $93,063-93.4% | $137,256-95.5% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 10.19% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $272 | $2,707-90.0% | $2,476-89.0% | $4,156-93.5% |
| Participant deferral / active EE | $6,120 | $4,279+43.0% | $3,958+54.6% | $6,407-4.5% |
| Admin fee / account holder | $39,952 | $6,198+544.5% | $6,033+562.2% | $12,270+225.6% |