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 | $56,677 | $86,922-34.8% | $102,438-44.7% | $80,874-29.9% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 9.02% | 18.90%-9.9pp | 29.37%-20.4pp | 35.62%-26.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,361 | $4,119-42.7% | $5,054-53.3% | $4,297-45.1% |
| Admin fee / account holder | $16,454 | $8,050+104.4% | $9,448+74.2% | $6,935+137.3% |