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 | $20,927 | $107,934-80.6% | $91,989-77.3% | $152,861-86.3% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 12.35% | 89.24%-76.9pp | 69.02%-56.7pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,291 | $4,210-45.6% | $3,452-33.6% | $4,762-51.9% |
| Participant deferral / active EE | $6,091 | $6,364-4.3% | $5,923+2.8% | $5,850+4.1% |
| Admin fee / account holder | $99,052 | $10,520+841.6% | $7,743+1179.3% | $11,596+754.2% |