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 | $76,063 | $109,413-30.5% | $156,263-51.3% | $84,808-10.3% |
| Participation rate | 51.6% | 72.7%-21.1pp | 78.9%-27.3pp | 68.3%-16.7pp |
| Annual return | 6.55% | 20.18%-13.6pp | 59.47%-52.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,009 | $4,590-34.4% | $6,158-51.1% | $4,212-28.6% |
| Admin fee / account holder | $2,069 | $9,357-77.9% | $14,255-85.5% | $7,344-71.8% |