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 | $23,099 | $34,934-33.9% | $56,411-59.1% | $74,495-69.0% |
| Participation rate | 13.8% | 32.8%-19.0pp | 52.5%-38.6pp | 67.2%-53.4pp |
| Annual return | 9.01% | 25.94%-16.9pp | 1701.33%-1692.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $132 | $609-78.3% | $1,039-87.3% | $2,623-95.0% |
| Participant deferral / active EE | $415 | $1,170-64.6% | $1,952-78.8% | $4,346-90.5% |
| Admin fee / account holder | $12,428 | $2,364+425.8% | $2,829+339.3% | $1,942+540.0% |