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 | $27,725 | $58,208-52.4% | $81,812-66.1% | $80,856-65.7% |
| Participation rate | 32.3% | 63.4%-31.2pp | 72.3%-40.1pp | 67.6%-35.4pp |
| Annual return | 9.58% | 41.66%-32.1pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,109 | $3,281-35.7% | $4,319-51.2% | $4,296-50.9% |
| Admin fee / account holder | $1,482 | $4,981-70.2% | $7,386-79.9% | $6,918-78.6% |