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 | $69,627 | $76,552-9.0% | $123,892-43.8% | $62,891+10.7% |
| Participation rate | 27.8% | 73.0%-45.2pp | 81.4%-53.6pp | 69.3%-41.5pp |
| Annual return | 5.32% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,053 | $4,840-57.6% | $5,984-65.7% | $3,203-35.9% |
| Admin fee / account holder | $15,913 | $4,826+229.7% | $8,357+90.4% | $4,296+270.4% |