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 | $35,177 | $68,914-49.0% | $136,749-74.3% | $74,304-52.7% |
| Participation rate | 25.6% | 51.3%-25.8pp | 72.1%-46.6pp | 60.3%-34.8pp |
| Annual return | 11.92% | 16.34%-4.4pp | 24.33%-12.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,435 | $2,541-43.5% | $4,692-69.4% | $3,767-61.9% |
| Admin fee / account holder | $1,199 | $3,149-61.9% | $11,386-89.5% | $2,969-59.6% |