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 | $36,815 | $26,114+41.0% | $58,482-37.0% | $74,419-50.5% |
| Participation rate | 19.6% | 32.1%-12.5pp | 50.9%-31.3pp | 70.7%-51.1pp |
| Annual return | 9.44% | 32.51%-23.1pp | 4239.32%-4229.9pp | 34.38%-24.9pp |
| Employer contribution / active EE | $184 | $536-65.7% | $1,053-82.5% | $2,637-93.0% |
| Participant deferral / active EE | $714 | $1,075-33.5% | $1,924-62.9% | $4,528-84.2% |
| Admin fee / account holder | $4,975 | $649+666.4% | $2,516+97.7% | $348+1330.2% |