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 | $46,451 | $49,227-5.6% | $70,449-34.1% | $79,858-41.8% |
| Participation rate | 31.9% | 69.2%-37.3pp | 75.1%-43.2pp | 69.6%-37.7pp |
| Annual return | 1.85% | 30.06%-28.2pp | 109.03%-107.2pp | 31.71%-29.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,273 | $2,768-54.0% | $3,709-65.7% | $3,740-66.0% |
| Admin fee / account holder | $21,459 | $2,878+645.6% | $3,845+458.1% | $5,306+304.4% |