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 | $21,443 | $63,355-66.2% | $91,989-76.7% | $72,985-70.6% |
| Participation rate | 41.0% | 72.5%-31.5pp | 78.6%-37.6pp | 69.5%-28.5pp |
| Annual return | 16.18% | 35.35%-19.2pp | 69.02%-52.8pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,661 | $4,883-45.5% | $5,923-55.1% | $3,607-26.2% |
| Admin fee / account holder | $2,339 | $4,668-49.9% | $7,743-69.8% | $5,124-54.4% |