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 | $54,709 | $62,127-11.9% | $81,382-32.8% | $74,495-26.6% |
| Participation rate | 24.4% | 64.0%-39.6pp | 69.5%-45.1pp | 67.2%-42.8pp |
| Annual return | 10.05% | 16.48%-6.4pp | 24.73%-14.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,444 | $3,229-55.3% | $3,883-62.8% | $4,346-66.8% |
| Admin fee / account holder | $6,034 | $1,934+211.9% | $5,768+4.6% | $1,942+210.8% |