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 | $37,307 | $48,364-22.9% | $71,796-48.0% | $62,891-40.7% |
| Participation rate | 52.9% | 60.6%-7.7pp | 69.1%-16.2pp | 69.3%-16.4pp |
| Annual return | 2.79% | 13.16%-10.4pp | 78.04%-75.2pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,602 | $2,091-23.4% | $2,794-42.7% | $3,203-50.0% |
| Admin fee / account holder | $412 | $3,771-89.1% | $4,815-91.4% | $4,296-90.4% |