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 | $32,089 | $52,224-38.6% | $88,946-63.9% | $102,872-68.8% |
| Participation rate | 6.6% | 40.8%-34.1pp | 68.8%-62.2pp | 73.0%-66.4pp |
| Annual return | 2.31% | 16.96%-14.7pp | 57.82%-55.5pp | 19.06%-16.8pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $231 | $2,611-91.2% | $4,581-95.0% | $5,535-95.8% |
| Admin fee / account holder | $687 | $1,723-60.2% | $8,261-91.7% | $292+134.9% |