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 | $17,238 | $85,202-79.8% | $172,739-90.0% | $72,985-76.4% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 15.41% | 27.32%-11.9pp | 802.84%-787.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $607 | $3,324-81.7% | $5,143-88.2% | $2,440-75.1% |
| Participant deferral / active EE | $2,220 | $3,260-31.9% | $5,198-57.3% | $3,607-38.5% |
| Admin fee / account holder | $1,175 | $5,884-80.0% | $13,954-91.6% | $5,124-77.1% |