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 | $16,054 | $24,730-35.1% | $66,042-75.7% | $84,808-81.1% |
| Participation rate | 36.0% | 68.1%-32.0pp | 67.5%-31.5pp | 68.3%-32.3pp |
| Annual return | 7.95% | 79.55%-71.6pp | 52.11%-44.2pp | 40.90%-33.0pp |
| Employer contribution / active EE | $5,154 | $857+501.7% | $1,579+226.4% | $2,631+95.9% |
| Participant deferral / active EE | $7,302 | $1,737+320.4% | $2,835+157.5% | $4,212+73.4% |
| Admin fee / account holder | $290,777 | $3,014+9547.8% | $5,747+4959.9% | $7,344+3859.5% |