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 | $41,025 | $54,541-24.8% | $78,778-47.9% | $70,131-41.5% |
| Participation rate | 29.6% | 60.8%-31.2pp | 69.2%-39.6pp | 69.5%-39.9pp |
| Annual return | 10.29% | 21.07%-10.8pp | 35.62%-25.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,067 | $2,210-51.7% | $2,958-63.9% | $3,332-68.0% |
| Admin fee / account holder | $3,199 | $3,709-13.7% | $5,134-37.7% | $4,645-31.1% |