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 | $28,760 | $59,417-51.6% | $93,606-69.3% | $74,495-61.4% |
| Participation rate | 13.2% | 59.7%-46.5pp | 68.7%-55.6pp | 67.2%-54.0pp |
| Annual return | 7.89% | 81.83%-73.9pp | 133.20%-125.3pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $454 | $1,264-64.0% | $2,420-81.2% | $2,623-82.7% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $15,281 | $3,021+405.8% | $8,285+84.4% | $1,942+687.0% |