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 | $25,972 | $98,240-73.6% | $82,313-68.4% | $147,584-82.4% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 7.43% | 30.85%-23.4pp | 25.88%-18.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $675 | $3,192-78.8% | $2,428-72.2% | $4,876-86.2% |
| Participant deferral / active EE | $3,699 | $4,383-15.6% | $3,706-0.2% | $5,439-32.0% |
| Admin fee / account holder | $249,370 | $8,563+2812.2% | $5,608+4346.8% | $10,885+2190.9% |