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 | $49,275 | $95,416-48.4% | $185,823-73.5% | $85,850-42.6% |
| Participation rate | 62.3% | 68.8%-6.4pp | 81.7%-19.4pp | 69.3%-7.0pp |
| Annual return | 11.32% | 23.59%-12.3pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,873 | $3,423-16.1% | $5,568-48.4% | $3,952-27.3% |
| Admin fee / account holder | $1,128 | $7,213-84.4% | $16,237-93.1% | $6,260-82.0% |