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 | $31,360 | $44,960-30.2% | $84,966-63.1% | $74,495-57.9% |
| Participation rate | 31.8% | 49.4%-17.6pp | 67.5%-35.7pp | 67.2%-35.4pp |
| Annual return | 9.26% | 26.24%-17.0pp | 66.38%-57.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $882 | $2,731-67.7% | $4,519-80.5% | $4,346-79.7% |
| Admin fee / account holder | $2,301 | $2,209+4.1% | $6,149-62.6% | $1,942+18.5% |