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 | $38,953 | $62,573-37.7% | $85,682-54.5% | $85,850-54.6% |
| Participation rate | 27.6% | 61.1%-33.6pp | 69.9%-42.3pp | 69.3%-41.7pp |
| Annual return | 10.91% | 23.77%-12.9pp | 21.49%-10.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,759 | $2,802-37.2% | $3,923-55.1% | $3,952-55.5% |
| Admin fee / account holder | $16,131 | $4,640+247.7% | $6,873+134.7% | $6,260+157.7% |