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 | $47,621 | $81,233-41.4% | $155,567-69.4% | $80,874-41.1% |
| Participation rate | 28.3% | 66.2%-38.0pp | 78.2%-49.9pp | 67.6%-39.4pp |
| Annual return | 8.91% | 33.33%-24.4pp | 64.74%-55.8pp | 35.62%-26.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,100 | $3,452-68.1% | $5,628-80.5% | $4,297-74.4% |
| Admin fee / account holder | $3,064 | $7,998-61.7% | $15,916-80.7% | $6,935-55.8% |