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 | $27,471 | $52,380-47.6% | $98,755-72.2% | $85,850-68.0% |
| Participation rate | 34.6% | 58.0%-23.4pp | 65.7%-31.1pp | 69.3%-34.7pp |
| Annual return | 6.10% | 25.82%-19.7pp | 49.91%-43.8pp | 318.53%-312.4pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,337 | $2,101-36.3% | $3,035-55.9% | $3,952-66.2% |
| Admin fee / account holder | $7,770 | $3,865+101.1% | $4,076+90.6% | $6,260+24.1% |