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 | $17,495 | $30,400-42.4% | $53,898-67.5% | $84,808-79.4% |
| Participation rate | 11.3% | 46.4%-35.2pp | 55.0%-43.7pp | 68.3%-57.0pp |
| Annual return | 9.67% | 500.19%-490.5pp | 528.60%-518.9pp | 40.90%-31.2pp |
| Employer contribution / active EE | $213 | $603-64.6% | $932-77.1% | $2,631-91.9% |
| Participant deferral / active EE | $429 | $1,199-64.2% | $1,826-76.5% | $4,212-89.8% |
| Admin fee / account holder | $6,424 | $1,993+222.3% | $2,491+157.9% | $7,344-12.5% |