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 | $52,084 | $30,400+71.3% | $53,898-3.4% | $84,808-38.6% |
| Participation rate | 4.9% | 46.4%-41.6pp | 55.0%-50.1pp | 68.3%-63.4pp |
| Annual return | 2.61% | 500.19%-497.6pp | 528.60%-526.0pp | 40.90%-38.3pp |
| Employer contribution / active EE | $166 | $603-72.5% | $932-82.2% | $2,631-93.7% |
| Participant deferral / active EE | $796 | $1,199-33.6% | $1,826-56.4% | $4,212-81.1% |
| Admin fee / account holder | $121,116 | $1,993+5976.1% | $2,491+4762.5% | $7,344+1549.2% |