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 | $32,796 | $76,367-57.1% | $93,606-65.0% | $72,985-55.1% |
| Participation rate | 39.3% | 71.7%-32.5pp | 75.8%-36.5pp | 69.5%-30.2pp |
| Annual return | 14.36% | 25.82%-11.5pp | 32.76%-18.4pp | 81.00%-66.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,402 | $3,538-60.4% | $4,069-65.5% | $3,607-61.1% |
| Admin fee / account holder | $9,125 | $6,838+33.4% | $7,888+15.7% | $5,124+78.1% |