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 | $18,199 | $84,696-78.5% | $75,696-76.0% | $167,490-89.1% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.8%-39.1pp | 82.1%-46.4pp |
| Annual return | 9.07% | 199.36%-190.3pp | 104.53%-95.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,044 | $4,580-77.2% | $3,821-72.7% | $6,341-83.5% |
| Admin fee / account holder | $24,424 | $5,355+356.1% | $3,619+574.9% | $12,309+98.4% |