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 | $18,580 | $105,931-82.5% | $81,930-77.3% | $158,922-88.3% |
| Participation rate | 46.7% | 75.6%-28.9pp | 72.0%-25.3pp | 82.0%-35.3pp |
| Annual return | -2.12% | 38.17%-40.3pp | 29.49%-31.6pp | 302.83%-304.9pp |
| Employer contribution / active EE | $531 | $7,800-93.2% | $4,310-87.7% | $4,761-88.8% |
| Participant deferral / active EE | $1,722 | $13,003-86.8% | $7,107-75.8% | $5,982-71.2% |
| Admin fee / account holder | $65,197 | $8,489+668.0% | $5,158+1164.0% | $11,246+479.8% |