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 | $34,586 | $90,503-61.8% | $78,689-56.0% | $273,961-87.4% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | -6.65% | 75.60%-82.3pp | 62.18%-68.8pp | 41.45%-48.1pp |
| Employer contribution / active EE | $100 | $3,176-96.8% | $2,851-96.5% | $4,869-97.9% |
| Participant deferral / active EE | $1,004 | $3,901-74.3% | $3,517-71.5% | $5,287-81.0% |
| Admin fee / account holder | $536 | $5,263-89.8% | $4,510-88.1% | $10,132-94.7% |