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 | $75,010 | $113,339-33.8% | $94,993-21.0% | $147,584-49.2% |
| Participation rate | 27.3% | 78.0%-50.7pp | 73.9%-46.6pp | 82.8%-55.6pp |
| Annual return | 4.64% | 20.77%-16.1pp | 27.12%-22.5pp | 578.55%-573.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $915 | $3,777-75.8% | $3,317-72.4% | $5,439-83.2% |
| Admin fee / account holder | $37,565 | $6,063+519.6% | $4,960+657.3% | $10,885+245.1% |