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 | $37,411 | $82,523-54.7% | $115,752-67.7% | $70,131-46.7% |
| Participation rate | 37.0% | 74.0%-37.0pp | 77.8%-40.7pp | 69.5%-32.5pp |
| Annual return | 5.25% | 28.22%-23.0pp | 19.41%-14.2pp | 73.14%-67.9pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,534 | $4,062-62.2% | $5,204-70.5% | $3,332-53.9% |
| Admin fee / account holder | $16,986 | $4,552+273.2% | $6,278+170.6% | $4,645+265.6% |