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 | $35,416 | $55,415-36.1% | $155,509-77.2% | $74,495-52.5% |
| Participation rate | 10.0% | 61.9%-51.9pp | 78.2%-68.2pp | 67.2%-57.2pp |
| Annual return | 0.04% | 268.50%-268.5pp | 64.67%-64.6pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,348 | $2,267-40.5% | $4,672-71.2% | $2,623-48.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3,690 | $1,738+112.2% | $15,912-76.8% | $1,942+90.0% |