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 7-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 | $29,942 | $27,915+7.3% | $58,482-48.8% | $75,163-60.2% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 12.00% | 44.20%-32.2pp | 4239.32%-4227.3pp | 160.62%-148.6pp |
| Employer contribution / active EE | $318 | $669-52.5% | $1,053-69.8% | $2,670-88.1% |
| Participant deferral / active EE | $441 | $1,201-63.3% | $1,924-77.1% | $4,125-89.3% |
| Admin fee / account holder | $6,649 | $1,726+285.3% | $2,516+164.3% | $5,651+17.7% |