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 | $32,899 | $74,888-56.1% | $71,209-53.8% | $142,382-76.9% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 10.08% | 345.14%-335.1pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,272 | $4,454-49.0% | $4,175-45.6% | $6,507-65.1% |
| Admin fee / account holder | $1,075 | $5,568-80.7% | $5,349-79.9% | $12,624-91.5% |