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 | $40,519 | $60,892-33.5% | $82,389-50.8% | $84,808-52.2% |
| Participation rate | 29.4% | 63.3%-33.9pp | 69.5%-40.1pp | 68.3%-38.9pp |
| Annual return | 1.86% | 37.29%-35.4pp | 28.67%-26.8pp | 40.90%-39.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,145 | $3,179-64.0% | $4,155-72.4% | $4,212-72.8% |
| Admin fee / account holder | $18,745 | $5,467+242.8% | $7,231+159.2% | $7,344+155.2% |