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 | $10,024 | $96,635-89.6% | $86,612-88.4% | $139,434-92.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 0.13% | 106.41%-106.3pp | 591.07%-590.9pp | 372.94%-372.8pp |
| Employer contribution / active EE | $2,000 | $3,263-38.7% | $3,022-33.8% | $4,751-57.9% |
| Participant deferral / active EE | $3,500 | $4,836-27.6% | $4,438-21.1% | $6,710-47.8% |
| Admin fee / account holder | $58,220 | $6,408+808.6% | $5,614+937.0% | $11,403+410.6% |