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 | $27,741 | $34,934-20.6% | $56,411-50.8% | $74,495-62.8% |
| Participation rate | 26.2% | 32.8%-6.6pp | 52.5%-26.2pp | 67.2%-41.0pp |
| Annual return | 7.66% | 25.94%-18.3pp | 1701.33%-1693.7pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $942 | $1,170-19.5% | $1,952-51.8% | $4,346-78.3% |
| Admin fee / account holder | $3,802 | $2,364+60.9% | $2,829+34.4% | $1,942+95.8% |