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 | $41,095 | $48,076-14.5% | $78,689-47.8% | $62,891-34.7% |
| Participation rate | 58.8% | 65.2%-6.4pp | 73.6%-14.7pp | 69.3%-10.5pp |
| Annual return | 2.35% | 31.35%-29.0pp | 62.18%-59.8pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,853 | $2,588-28.4% | $3,517-47.3% | $3,203-42.2% |
| Admin fee / account holder | $2,692 | $3,207-16.1% | $4,510-40.3% | $4,296-37.3% |