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 | $25,164 | $29,660-15.2% | $56,411-55.4% | $80,856-68.9% |
| Participation rate | 19.6% | 41.6%-22.0pp | 52.5%-32.9pp | 67.6%-48.0pp |
| Annual return | 6.62% | 35.23%-28.6pp | 1701.33%-1694.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $494 | $669-26.2% | $1,039-52.4% | $2,755-82.1% |
| Participant deferral / active EE | $1,033 | $1,226-15.8% | $1,952-47.1% | $4,296-76.0% |
| Admin fee / account holder | $13,310 | $2,428+448.3% | $2,829+370.5% | $6,918+92.4% |