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 | $47,544 | $90,503-47.5% | $78,689-39.6% | $273,961-82.6% |
| Participation rate | 21.4% | 76.5%-55.1pp | 73.6%-52.1pp | 83.0%-61.6pp |
| Annual return | -3.48% | 75.60%-79.1pp | 62.18%-65.7pp | 41.45%-44.9pp |
| Employer contribution / active EE | $515 | $3,176-83.8% | $2,851-81.9% | $4,869-89.4% |
| Participant deferral / active EE | $585 | $3,901-85.0% | $3,517-83.4% | $5,287-88.9% |
| Admin fee / account holder | $11,230 | $5,263+113.4% | $4,510+149.0% | $10,132+10.8% |