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 | $16,718 | $29,660-43.6% | $56,411-70.4% | $80,856-79.3% |
| Participation rate | 24.6% | 41.6%-17.0pp | 52.5%-27.8pp | 67.6%-43.0pp |
| Annual return | 9.85% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $361 | $669-46.0% | $1,039-65.2% | $2,755-86.9% |
| Participant deferral / active EE | $1,080 | $1,226-11.9% | $1,952-44.7% | $4,296-74.9% |
| Admin fee / account holder | $5,581 | $2,428+129.9% | $2,829+97.3% | $6,918-19.3% |