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 | $36,223 | $106,515-66.0% | $96,683-62.5% | $139,434-74.0% |
| Participation rate | 47.8% | 77.8%-30.0pp | 74.3%-26.5pp | 80.3%-32.5pp |
| Annual return | 8.71% | 38.43%-29.7pp | 35.69%-27.0pp | 372.94%-364.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,794 | $5,454-67.1% | $4,878-63.2% | $6,710-73.3% |
| Admin fee / account holder | $350 | $7,877-95.6% | $6,730-94.8% | $11,403-96.9% |