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 9-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 | $9,761 | $29,667-67.1% | $56,441-82.7% | $80,874-87.9% |
| Participation rate | 3.2% | 41.7%-38.4pp | 52.5%-49.3pp | 67.6%-64.4pp |
| Annual return | 9.71% | 35.22%-25.5pp | 1704.21%-1694.5pp | 35.62%-25.9pp |
| Employer contribution / active EE | $275 | $669-58.9% | $1,039-73.5% | $2,756-90.0% |
| Participant deferral / active EE | $632 | $1,227-48.4% | $1,953-67.6% | $4,297-85.3% |
| Admin fee / account holder | $346,487 | $2,429+14162.0% | $2,829+12146.8% | $6,935+4896.0% |