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 | $56,705 | $79,944-29.1% | $98,439-42.4% | $75,163-24.6% |
| Participation rate | 62.8% | 70.4%-7.6pp | 75.2%-12.4pp | 67.2%-4.4pp |
| Annual return | 9.24% | 19.75%-10.5pp | 21.16%-11.9pp | 160.62%-151.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,467 | $3,752-7.6% | $4,738-26.8% | $4,125-16.0% |
| Admin fee / account holder | $2,966 | $6,840-56.6% | $8,948-66.9% | $5,651-47.5% |