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 | $72,141 | $58,512+23.3% | $84,015-14.1% | $72,985-1.2% |
| Participation rate | 17.7% | 61.2%-43.5pp | 69.0%-51.3pp | 69.5%-51.7pp |
| Annual return | 16.08% | 28.93%-12.9pp | 71.31%-55.2pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,651 | $2,394-31.0% | $3,239-49.0% | $3,607-54.2% |
| Admin fee / account holder | $40,062 | $4,569+776.8% | $6,101+556.7% | $5,124+681.8% |