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 | $54,881 | $58,512-6.2% | $84,015-34.7% | $72,985-24.8% |
| Participation rate | 27.0% | 61.2%-34.2pp | 69.0%-42.0pp | 69.5%-42.5pp |
| Annual return | 15.36% | 28.93%-13.6pp | 71.31%-55.9pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,498 | $2,394-37.4% | $3,239-53.7% | $3,607-58.5% |
| Admin fee / account holder | $1,262 | $4,569-72.4% | $6,101-79.3% | $5,124-75.4% |