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 | $39,211 | $99,020-60.4% | $86,590-54.7% | $147,584-73.4% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 3.72% | 1312.34%-1308.6pp | 964.84%-961.1pp | 578.55%-574.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $822 | $3,972-79.3% | $3,609-77.2% | $5,439-84.9% |
| Admin fee / account holder | $45,498 | $5,710+696.8% | $4,906+827.5% | $10,885+318.0% |