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 | $55,699 | $84,556-34.1% | $116,228-52.1% | $74,304-25.0% |
| Participation rate | 41.5% | 66.0%-24.5pp | 74.6%-33.0pp | 60.3%-18.8pp |
| Annual return | 10.12% | 18.35%-8.2pp | 90.06%-79.9pp | 29.43%-19.3pp |
| Employer contribution / active EE | $992 | $2,168-54.2% | $2,994-66.9% | $2,241-55.7% |
| Participant deferral / active EE | $2,220 | $3,814-41.8% | $4,953-55.2% | $3,767-41.1% |
| Admin fee / account holder | $19,979 | $3,792+426.9% | $11,989+66.6% | $2,969+573.0% |