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 | $23,804 | $29,051-18.1% | $52,425-54.6% | $67,986-65.0% |
| Participation rate | 11.1% | 30.4%-19.3pp | 55.6%-44.5pp | 57.2%-46.1pp |
| Annual return | 10.17% | 24.00%-13.8pp | 302.12%-291.9pp | 31.67%-21.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $270 | $873-69.0% | $1,790-84.9% | $3,358-91.9% |
| Admin fee / account holder | $924 | $2,113-56.3% | $2,495-63.0% | $3,203-71.2% |