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 | $25,815 | $30,588-15.6% | $53,898-52.1% | $85,563-69.8% |
| Participation rate | 20.7% | 26.3%-5.7pp | 55.0%-34.3pp | 66.0%-45.3pp |
| Annual return | 12.11% | 50.42%-38.3pp | 528.60%-516.5pp | 31.51%-19.4pp |
| Employer contribution / active EE | $139 | $436-68.2% | $932-85.1% | $2,654-94.8% |
| Participant deferral / active EE | $444 | $848-47.7% | $1,826-75.7% | $4,375-89.9% |
| Admin fee / account holder | $5,463 | $1,879+190.7% | $2,491+119.3% | $834+554.9% |