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 | $20,548 | $29,667-30.7% | $56,441-63.6% | $80,874-74.6% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 9.65% | 35.22%-25.6pp | 1704.21%-1694.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $251 | $1,227-79.5% | $1,953-87.1% | $4,297-94.1% |
| Admin fee / account holder | $36,654 | $2,429+1408.8% | $2,829+1195.6% | $6,935+428.5% |