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 | $75,470 | $127,065-40.6% | $113,168-33.3% | $142,382-47.0% |
| Participation rate | 43.8% | 79.2%-35.5pp | 76.6%-32.8pp | 80.1%-36.4pp |
| Annual return | 6.41% | 24.03%-17.6pp | 24.27%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,214 | $5,716-26.3% | $5,107-17.5% | $6,507-35.2% |
| Admin fee / account holder | $46,120 | $15,736+193.1% | $12,068+282.2% | $12,624+265.3% |