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 | $17,145 | $74,888-77.1% | $71,209-75.9% | $142,382-88.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 8.77% | 345.14%-336.4pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,302 | $2,854-19.4% | $2,721-15.4% | $4,299-46.5% |
| Participant deferral / active EE | $2,302 | $4,454-48.3% | $4,175-44.9% | $6,507-64.6% |
| Admin fee / account holder | $10,239 | $5,568+83.9% | $5,349+91.4% | $12,624-18.9% |