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 3-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 | $12,394 | $81,233-84.7% | $155,567-92.0% | $80,874-84.7% |
| Participation rate | 59.1% | 66.2%-7.1pp | 78.2%-19.1pp | 67.6%-8.6pp |
| Annual return | 10.26% | 33.33%-23.1pp | 64.74%-54.5pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,431 | $3,452-58.6% | $5,628-74.6% | $4,297-66.7% |
| Admin fee / account holder | $2,393 | $7,998-70.1% | $15,916-85.0% | $6,935-65.5% |