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 | $35,750 | $56,053-36.2% | $75,972-52.9% | $80,856-55.8% |
| Participation rate | 39.0% | 62.0%-23.1pp | 69.1%-30.1pp | 67.6%-28.7pp |
| Annual return | 7.37% | 20.53%-13.2pp | 359.55%-352.2pp | 35.59%-28.2pp |
| Employer contribution / active EE | $997 | $1,874-46.8% | $2,685-62.9% | $2,755-63.8% |
| Participant deferral / active EE | $3,146 | $3,052+3.1% | $4,255-26.1% | $4,296-26.8% |
| Admin fee / account holder | $19,800 | $5,234+278.3% | $6,467+206.2% | $6,918+186.2% |