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 | $54,414 | $65,561-17.0% | $86,188-36.9% | $75,163-27.6% |
| Participation rate | 31.3% | 60.5%-29.2pp | 69.0%-37.7pp | 67.2%-35.9pp |
| Annual return | 10.19% | 46.05%-35.9pp | 1168.45%-1158.3pp | 160.62%-150.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,633 | $3,024-46.0% | $3,985-59.0% | $4,125-60.4% |
| Admin fee / account holder | $9,836 | $5,474+79.7% | $6,852+43.6% | $5,651+74.1% |