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 | $19,688 | $104,974-81.2% | $95,585-79.4% | $142,382-86.2% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 9.12% | 210.33%-201.2pp | 38.56%-29.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $831 | $2,779-70.1% | $2,527-67.1% | $4,299-80.7% |
| Participant deferral / active EE | $831 | $4,352-80.9% | $4,023-79.3% | $6,507-87.2% |
| Admin fee / account holder | $169,701 | $6,386+2557.4% | $6,127+2669.6% | $12,624+1244.3% |