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 | $25,020 | $27,915-10.4% | $58,482-57.2% | $75,163-66.7% |
| Participation rate | 21.0% | 38.8%-17.8pp | 50.9%-29.9pp | 67.2%-46.2pp |
| Annual return | 13.41% | 44.20%-30.8pp | 4239.32%-4225.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $335 | $669-49.9% | $1,053-68.2% | $2,670-87.4% |
| Participant deferral / active EE | $811 | $1,201-32.5% | $1,924-57.8% | $4,125-80.3% |
| Admin fee / account holder | $3,963 | $1,726+129.7% | $2,516+57.5% | $5,651-29.9% |