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 | $24,518 | $27,915-12.2% | $58,482-58.1% | $75,163-67.4% |
| Participation rate | 29.4% | 38.8%-9.4pp | 50.9%-21.4pp | 67.2%-37.8pp |
| Annual return | 14.80% | 44.20%-29.4pp | 4239.32%-4224.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $537 | $669-19.7% | $1,053-49.0% | $2,670-79.9% |
| Participant deferral / active EE | $702 | $1,201-41.6% | $1,924-63.5% | $4,125-83.0% |
| Admin fee / account holder | $8,894 | $1,726+415.4% | $2,516+253.5% | $5,651+57.4% |