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 | $11,657 | $58,208-80.0% | $81,812-85.8% | $80,856-85.6% |
| Participation rate | 19.2% | 63.4%-44.2pp | 72.3%-53.1pp | 67.6%-48.4pp |
| Annual return | 7.33% | 41.66%-34.3pp | 773.79%-766.5pp | 35.59%-28.3pp |
| Employer contribution / active EE | $493 | $2,340-78.9% | $2,912-83.1% | $2,755-82.1% |
| Participant deferral / active EE | $1,015 | $3,281-69.1% | $4,319-76.5% | $4,296-76.4% |
| Admin fee / account holder | $11,553 | $4,981+131.9% | $7,386+56.4% | $6,918+67.0% |