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 | $16,049 | $49,922-67.9% | $80,569-80.1% | $75,163-78.6% |
| Participation rate | 11.1% | 55.3%-44.2pp | 67.0%-55.9pp | 67.2%-56.1pp |
| Annual return | 4.50% | 34.69%-30.2pp | 935.43%-930.9pp | 160.62%-156.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,430 | $2,990-52.2% | $4,447-67.9% | $4,125-65.3% |
| Admin fee / account holder | $22,770 | $3,577+536.6% | $5,377+323.5% | $5,651+302.9% |