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 | $32,087 | $60,124-46.6% | $90,404-64.5% | $79,858-59.8% |
| Participation rate | 17.8% | 65.0%-47.2pp | 72.7%-54.9pp | 69.6%-51.9pp |
| Annual return | 5.13% | 71.94%-66.8pp | 1293.02%-1287.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $377 | $2,068-81.7% | $3,262-88.4% | $2,471-84.7% |
| Participant deferral / active EE | $831 | $2,938-71.7% | $3,963-79.0% | $3,740-77.8% |
| Admin fee / account holder | $52,053 | $3,976+1209.0% | $5,611+827.7% | $5,306+881.0% |