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 | $35,797 | $107,452-66.7% | $91,541-60.9% | $142,382-74.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 8.62% | 22.06%-13.4pp | 20.50%-11.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,251 | $2,994+8.6% | $2,505+29.8% | $4,299-24.4% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $19,093 | $8,834+116.1% | $6,956+174.5% | $12,624+51.2% |