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 | $58,300 | $79,449-26.6% | $189,557-69.2% | $85,850-32.1% |
| Participation rate | 44.0% | 66.0%-22.0pp | 78.4%-34.4pp | 69.3%-25.3pp |
| Annual return | 8.56% | 18.45%-9.9pp | 64.17%-55.6pp | 318.53%-310.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,059 | $4,051-49.2% | $6,174-66.7% | $3,952-47.9% |
| Admin fee / account holder | $7,825 | $5,377+45.5% | $9,807-20.2% | $6,260+25.0% |