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 | $23,347 | $96,635-75.8% | $86,612-73.0% | $139,434-83.3% |
| Participation rate | 10.0% | 74.4%-64.4pp | 71.7%-61.7pp | 80.3%-70.3pp |
| Annual return | 8.98% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,030 | $3,263-68.4% | $3,022-65.9% | $4,751-78.3% |
| Participant deferral / active EE | $1,587 | $4,836-67.2% | $4,438-64.2% | $6,710-76.3% |
| Admin fee / account holder | $12,575 | $6,408+96.2% | $5,614+124.0% | $11,403+10.3% |