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 | $42,046 | $53,777-21.8% | $134,143-68.7% | $79,858-47.3% |
| Participation rate | 20.0% | 58.8%-38.8pp | 72.2%-52.2pp | 69.6%-49.6pp |
| Annual return | 1.41% | 19.01%-17.6pp | 36.33%-34.9pp | 31.71%-30.3pp |
| Employer contribution / active EE | $333 | $1,321-74.8% | $3,704-91.0% | $2,471-86.5% |
| Participant deferral / active EE | $1,334 | $2,420-44.9% | $3,499-61.9% | $3,740-64.3% |
| Admin fee / account holder | $34,858 | $3,984+774.9% | $6,684+421.5% | $5,306+556.9% |