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 | $15,840 | $34,308-53.8% | $74,701-78.8% | $72,985-78.3% |
| Participation rate | 23.4% | 42.4%-19.0pp | 54.5%-31.1pp | 69.5%-46.1pp |
| Annual return | 15.73% | 26.58%-10.8pp | 752.92%-737.2pp | 81.00%-65.3pp |
| Employer contribution / active EE | $495 | $692-28.4% | $1,084-54.3% | $2,440-79.7% |
| Participant deferral / active EE | $810 | $1,271-36.3% | $1,964-58.8% | $3,607-77.6% |
| Admin fee / account holder | $3,089 | $2,124+45.4% | $3,333-7.3% | $5,124-39.7% |