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 | $45,445 | $42,886+6.0% | $88,946-48.9% | $85,563-46.9% |
| Participation rate | 3.8% | 37.9%-34.2pp | 68.8%-65.1pp | 66.0%-62.2pp |
| Annual return | 12.19% | 44.56%-32.4pp | 57.82%-45.6pp | 31.51%-19.3pp |
| Employer contribution / active EE | $101 | $1,147-91.2% | $2,555-96.0% | $2,654-96.2% |
| Participant deferral / active EE | $0 | $2,108-100.0% | $4,581-100.0% | $4,375-100.0% |
| Admin fee / account holder | $16,467 | $2,263+627.6% | $8,261+99.3% | $834+1874.1% |