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 | $76,895 | $57,831+33.0% | $82,389-6.7% | $85,563-10.1% |
| Participation rate | 17.3% | 55.0%-37.7pp | 69.5%-52.3pp | 66.0%-48.7pp |
| Annual return | 9.93% | 17.86%-7.9pp | 28.67%-18.7pp | 31.51%-21.6pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $977 | $3,118-68.7% | $4,155-76.5% | $4,375-77.7% |
| Admin fee / account holder | $20,726 | $1,391+1389.6% | $7,231+186.6% | $834+2384.5% |