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 | $41,210 | $85,202-51.6% | $172,739-76.1% | $72,985-43.5% |
| Participation rate | 24.3% | 70.1%-45.8pp | 82.6%-58.4pp | 69.5%-45.2pp |
| Annual return | 3.51% | 27.32%-23.8pp | 802.84%-799.3pp | 81.00%-77.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $988 | $3,260-69.7% | $5,198-81.0% | $3,607-72.6% |
| Admin fee / account holder | $6,625 | $5,884+12.6% | $13,954-52.5% | $5,124+29.3% |