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 | $46,254 | $65,561-29.4% | $86,188-46.3% | $75,163-38.5% |
| Participation rate | 23.0% | 60.5%-37.5pp | 69.0%-46.0pp | 67.2%-44.2pp |
| Annual return | 9.32% | 46.05%-36.7pp | 1168.45%-1159.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,211 | $3,024-60.0% | $3,985-69.6% | $4,125-70.6% |
| Admin fee / account holder | $2,291 | $5,474-58.1% | $6,852-66.6% | $5,651-59.5% |