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 | $11,192 | $49,922-77.6% | $80,569-86.1% | $75,163-85.1% |
| Participation rate | 32.7% | 55.3%-22.6pp | 67.0%-34.3pp | 67.2%-34.5pp |
| Annual return | 7.99% | 34.69%-26.7pp | 935.43%-927.4pp | 160.62%-152.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $856 | $2,990-71.4% | $4,447-80.8% | $4,125-79.3% |
| Admin fee / account holder | $1,855 | $3,577-48.1% | $5,377-65.5% | $5,651-67.2% |