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 | $60,540 | $126,574-52.2% | $106,213-43.0% | $145,922-58.5% |
| Participation rate | 45.8% | 77.6%-31.8pp | 75.3%-29.4pp | 80.3%-34.4pp |
| Annual return | 6.38% | 224.79%-218.4pp | 116.14%-109.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,110 | $5,724-63.1% | $5,016-57.9% | $6,688-68.5% |
| Admin fee / account holder | $12,411 | $17,304-28.3% | $11,033+12.5% | $13,397-7.4% |