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 | $51,914 | $58,208-10.8% | $81,812-36.5% | $80,856-35.8% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 7.36% | 41.66%-34.3pp | 773.79%-766.4pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,188 | $3,281-63.8% | $4,319-72.5% | $4,296-72.3% |
| Admin fee / account holder | $5,423 | $4,981+8.9% | $7,386-26.6% | $6,918-21.6% |