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 | $42,083 | $53,127-20.8% | $86,590-51.4% | $70,131-40.0% |
| Participation rate | 40.6% | 65.3%-24.7pp | 73.5%-32.9pp | 69.5%-28.9pp |
| Annual return | 2.40% | 27.66%-25.3pp | 964.84%-962.4pp | 73.14%-70.7pp |
| Employer contribution / active EE | $1,469 | $2,068-29.0% | $2,839-48.3% | $2,342-37.3% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,831 | $3,585-21.1% | $4,906-42.3% | $4,645-39.1% |