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 | $48,531 | $58,208-16.6% | $81,812-40.7% | $80,856-40.0% |
| Participation rate | 52.9% | 63.4%-10.5pp | 72.3%-19.4pp | 67.6%-14.7pp |
| Annual return | 7.73% | 41.66%-33.9pp | 773.79%-766.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,440 | $3,281-56.1% | $4,319-66.6% | $4,296-66.5% |
| Admin fee / account holder | $2,908 | $4,981-41.6% | $7,386-60.6% | $6,918-58.0% |