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 | $43,296 | $45,566-5.0% | $64,105-32.5% | $59,632-27.4% |
| Participation rate | 31.7% | 60.2%-28.5pp | 68.2%-36.5pp | 68.7%-37.0pp |
| Annual return | -3.15% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,031 | $2,057-1.2% | $2,822-28.0% | $3,192-36.4% |
| Admin fee / account holder | $3,614 | $3,268+10.6% | $4,499-19.7% | $4,297-15.9% |