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 | $17,095 | $53,822-68.2% | $75,696-77.4% | $85,850-80.1% |
| Participation rate | 14.6% | 69.1%-54.4pp | 74.8%-60.2pp | 69.3%-54.7pp |
| Annual return | 6.81% | 24.54%-17.7pp | 104.53%-97.7pp | 318.53%-311.7pp |
| Employer contribution / active EE | $1,472 | $2,017-27.0% | $2,743-46.3% | $2,565-42.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,397 | $3,343+360.6% | $3,619+325.4% | $6,260+146.0% |