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 | $16,714 | $34,308-51.3% | $74,701-77.6% | $72,985-77.1% |
| Participation rate | 9.2% | 42.4%-33.2pp | 54.5%-45.2pp | 69.5%-60.3pp |
| Annual return | 13.19% | 26.58%-13.4pp | 752.92%-739.7pp | 81.00%-67.8pp |
| Employer contribution / active EE | $176 | $692-74.5% | $1,084-83.8% | $2,440-92.8% |
| Participant deferral / active EE | $376 | $1,271-70.4% | $1,964-80.9% | $3,607-89.6% |
| Admin fee / account holder | $316 | $2,124-85.1% | $3,333-90.5% | $5,124-93.8% |