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 | $12,551 | $99,020-87.3% | $86,590-85.5% | $147,584-91.5% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 4.60% | 1312.34%-1307.7pp | 964.84%-960.2pp | 578.55%-573.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,564 | $3,972-60.6% | $3,609-56.7% | $5,439-71.2% |
| Admin fee / account holder | $50,965 | $5,710+792.5% | $4,906+938.9% | $10,885+368.2% |