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 | $68,193 | $44,960+51.7% | $84,966-19.7% | $74,495-8.5% |
| Participation rate | 23.1% | 49.4%-26.3pp | 67.5%-44.4pp | 67.2%-44.1pp |
| Annual return | 10.69% | 26.24%-15.5pp | 66.38%-55.7pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,031 | $2,731-62.3% | $4,519-77.2% | $4,346-76.3% |
| Admin fee / account holder | $21,750 | $2,209+884.6% | $6,149+253.7% | $1,942+1020.2% |