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 | $37,627 | $48,750-22.8% | $88,946-57.7% | $74,304-49.4% |
| Participation rate | 28.3% | 44.5%-16.1pp | 68.8%-40.5pp | 60.3%-32.0pp |
| Annual return | 11.33% | 25.91%-14.6pp | 57.82%-46.5pp | 29.43%-18.1pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,994 | $2,423-17.7% | $4,581-56.5% | $3,767-47.1% |
| Admin fee / account holder | $9,445 | $3,756+151.5% | $8,261+14.3% | $2,969+218.1% |