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 | $39,459 | $65,409-39.7% | $98,442-59.9% | $85,850-54.0% |
| Participation rate | 26.8% | 65.0%-38.2pp | 73.3%-46.6pp | 69.3%-42.6pp |
| Annual return | 5.42% | 21.76%-16.3pp | 1492.73%-1487.3pp | 318.53%-313.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $884 | $3,166-72.1% | $4,276-79.3% | $3,952-77.6% |
| Admin fee / account holder | $511 | $4,593-88.9% | $5,949-91.4% | $6,260-91.8% |