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 | $19,923 | $76,407-73.9% | $150,298-86.7% | $82,448-75.8% |
| Participation rate | 52.4% | 66.4%-14.0pp | 77.8%-25.4pp | 68.1%-15.7pp |
| Annual return | 12.80% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,243 | $3,214-61.3% | $5,453-77.2% | $4,139-70.0% |
| Admin fee / account holder | $504 | $6,352-92.1% | $14,116-96.4% | $7,234-93.0% |