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 | $30,836 | $73,933-58.3% | $96,683-68.1% | $75,163-59.0% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | 6.48% | 26.70%-20.2pp | 35.69%-29.2pp | 160.62%-154.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,641 | $3,659-55.2% | $4,878-66.4% | $4,125-60.2% |
| Admin fee / account holder | $49,631 | $5,216+851.5% | $6,730+637.5% | $5,651+778.3% |