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 | $66,358 | $153,772-56.8% | $133,980-50.5% | $273,961-75.8% |
| Participation rate | 14.3% | 88.4%-74.1pp | 87.1%-72.8pp | 83.0%-68.7pp |
| Annual return | 2.15% | 36.51%-34.4pp | 29.30%-27.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,571 | $6,958-63.0% | $6,282-59.1% | $5,287-51.4% |
| Admin fee / account holder | $49,134 | $11,765+317.6% | $9,324+426.9% | $10,132+384.9% |