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 | $4,975 | $29,667-83.2% | $56,441-91.2% | $80,874-93.8% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.6%-57.6pp |
| Annual return | 4.40% | 35.22%-30.8pp | 1704.21%-1699.8pp | 35.62%-31.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $734 | $1,227-40.1% | $1,953-62.4% | $4,297-82.9% |
| Admin fee / account holder | $18,131 | $2,429+646.3% | $2,829+540.9% | $6,935+161.4% |