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 | $41,346 | $82,032-49.6% | $123,104-66.4% | $59,632-30.7% |
| Participation rate | 31.3% | 83.2%-52.0pp | 86.8%-55.5pp | 68.7%-37.4pp |
| Annual return | -3.00% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,874 | $4,667-17.0% | $6,230-37.8% | $3,192+21.4% |
| Admin fee / account holder | $3,270 | $5,881-44.4% | $9,015-63.7% | $4,297-23.9% |