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 | $16,447 | $80,717-79.6% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 12.7% | 66.8%-54.1pp | 78.1%-65.3pp | 68.3%-55.6pp |
| Annual return | 2.38% | 37.96%-35.6pp | 58.88%-56.5pp | 40.90%-38.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $882 | $3,303-73.3% | $5,540-84.1% | $4,212-79.1% |
| Admin fee / account holder | $28,051 | $6,746+315.8% | $14,329+95.8% | $7,344+282.0% |