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 | $47,798 | $86,929-45.0% | $102,423-53.3% | $80,856-40.9% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.5pp | 67.6%-14.7pp |
| Annual return | 9.98% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,277 | $4,118-20.4% | $5,053-35.1% | $4,296-23.7% |
| Admin fee / account holder | $5,222 | $8,049-35.1% | $9,451-44.7% | $6,918-24.5% |