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 | $47,331 | $51,638-8.3% | $68,368-30.8% | $82,448-42.6% |
| Participation rate | 57.8% | 63.6%-5.8pp | 73.8%-15.9pp | 68.1%-10.3pp |
| Annual return | 11.87% | 37.53%-25.7pp | 292.57%-280.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,504 | $2,914-14.0% | $4,123-39.3% | $4,139-39.5% |
| Admin fee / account holder | $14,719 | $4,643+217.0% | $5,150+185.8% | $7,234+103.5% |