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 | $30,483 | $53,777-43.3% | $134,143-77.3% | $79,858-61.8% |
| Participation rate | 31.0% | 58.8%-27.7pp | 72.2%-41.1pp | 69.6%-38.6pp |
| Annual return | 6.75% | 19.01%-12.3pp | 36.33%-29.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,133 | $2,420-53.2% | $3,499-67.6% | $3,740-69.7% |
| Admin fee / account holder | $11,120 | $3,984+179.1% | $6,684+66.4% | $5,306+109.6% |