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 | $29,728 | $49,915-40.4% | $154,803-80.8% | $74,304-60.0% |
| Participation rate | 25.6% | 54.0%-28.4pp | 78.1%-52.5pp | 60.3%-34.8pp |
| Annual return | 10.12% | 34.06%-23.9pp | 58.88%-48.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $933 | $2,255-58.6% | $5,540-83.2% | $3,767-75.2% |
| Admin fee / account holder | $1,469 | $2,189-32.9% | $14,329-89.8% | $2,969-50.5% |