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 | $31,121 | $54,705-43.1% | $71,209-56.3% | $84,808-63.3% |
| Participation rate | 40.6% | 64.1%-23.4pp | 73.8%-33.1pp | 68.3%-27.7pp |
| Annual return | 3.58% | 35.90%-32.3pp | 282.51%-278.9pp | 40.90%-37.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,601 | $3,030-47.2% | $4,175-61.7% | $4,212-62.0% |
| Admin fee / account holder | $19,313 | $4,863+297.1% | $5,349+261.1% | $7,344+163.0% |