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 | $67,480 | $89,355-24.5% | $141,162-52.2% | $72,985-7.5% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 2.69% | 111.85%-109.2pp | 71.39%-68.7pp | 81.00%-78.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,222 | $5,418+51.7% | $6,709+22.5% | $3,607+127.9% |
| Admin fee / account holder | $24,627 | $5,958+313.3% | $10,261+140.0% | $5,124+380.6% |