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 | $57,176 | $102,317-44.1% | $146,958-61.1% | $80,856-29.3% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.2%-21.5pp | 67.6%-7.0pp |
| Annual return | 7.54% | 134.76%-127.2pp | 418.34%-410.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,812 | $6,644+2.5% | $8,070-15.6% | $4,296+58.6% |
| Admin fee / account holder | $24,694 | $7,941+211.0% | $12,998+90.0% | $6,918+257.0% |