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 | $124,425-39.3% | $112,040-32.6% | $137,256-45.0% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.5%-32.7pp | 80.0%-36.2pp |
| Annual return | 6.41% | 24.72%-18.3pp | 24.52%-18.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,214 | $5,718-26.3% | $5,098-17.3% | $6,407-34.2% |
| Admin fee / account holder | $46,120 | $15,207+203.3% | $12,098+281.2% | $12,270+275.9% |