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 | $36,752 | $54,517-32.6% | $75,972-51.6% | $74,495-50.7% |
| Participation rate | 38.0% | 60.3%-22.3pp | 69.1%-31.1pp | 67.2%-29.2pp |
| Annual return | 8.63% | 31.82%-23.2pp | 359.55%-350.9pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,167 | $3,066-61.9% | $4,255-72.6% | $4,346-73.2% |
| Admin fee / account holder | $4,668 | $2,229+109.4% | $6,467-27.8% | $1,942+140.4% |