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 | $16,760 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 4.37% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,180 | $3,256-63.7% | $5,011-76.4% | $2,471-52.2% |
| Participant deferral / active EE | $2,340 | $3,236-27.7% | $5,202-55.0% | $3,740-37.4% |
| Admin fee / account holder | $15,378 | $6,751+127.8% | $13,984+10.0% | $5,306+189.8% |