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 | $50,113 | $65,395-23.4% | $182,532-72.5% | $72,985-31.3% |
| Participation rate | 24.2% | 65.4%-41.2pp | 78.0%-53.7pp | 69.5%-45.2pp |
| Annual return | 16.02% | 27.68%-11.7pp | 148.54%-132.5pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,443 | $3,563-59.5% | $5,524-73.9% | $3,607-60.0% |
| Admin fee / account holder | $21,846 | $4,245+414.7% | $8,592+154.3% | $5,124+326.3% |