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 | $57,096 | $78,422-27.2% | $95,952-40.5% | $79,858-28.5% |
| Participation rate | 64.4% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.2pp |
| Annual return | 7.32% | 19.37%-12.1pp | 91.61%-84.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,854 | $3,440+41.1% | $4,167+16.5% | $3,740+29.8% |
| Admin fee / account holder | $2,095 | $5,622-62.7% | $6,795-69.2% | $5,306-60.5% |