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 | $42,143 | $81,233-48.1% | $155,567-72.9% | $80,874-47.9% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 9.46% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,280 | $3,452-62.9% | $5,628-77.3% | $4,297-70.2% |
| Admin fee / account holder | $4,937 | $7,998-38.3% | $15,916-69.0% | $6,935-28.8% |