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 | $6,415 | $100,773-93.6% | $88,946-92.8% | $142,382-95.5% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 3.83% | 70.18%-66.3pp | 57.82%-54.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $536 | $2,918-81.6% | $2,555-79.0% | $4,299-87.5% |
| Participant deferral / active EE | $992 | $5,230-81.0% | $4,581-78.3% | $6,507-84.8% |
| Admin fee / account holder | $26,843 | $9,693+176.9% | $8,261+224.9% | $12,624+112.6% |