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 6-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 | $80,675 | $87,013-7.3% | $106,213-24.0% | $80,856-0.2% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.3%-31.3pp | 67.6%-23.6pp |
| Annual return | 7.44% | 17.05%-9.6pp | 116.14%-108.7pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,460 | $3,986-38.3% | $5,016-51.0% | $4,296-42.7% |
| Admin fee / account holder | $27,030 | $8,431+220.6% | $11,033+145.0% | $6,918+290.7% |