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 | $63,441 | $148,978-57.4% | $200,582-68.4% | $84,808-25.2% |
| Participation rate | 51.7% | 84.2%-32.5pp | 86.9%-35.2pp | 68.3%-16.6pp |
| Annual return | 9.44% | 28.16%-18.7pp | 42.33%-32.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,509 | $7,142-50.9% | $9,331-62.4% | $4,212-16.7% |
| Admin fee / account holder | $27,256 | $13,977+95.0% | $16,305+67.2% | $7,344+271.1% |