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 | $26,100 | $45,035-42.0% | $62,995-58.6% | $70,131-62.8% |
| Participation rate | 44.4% | 69.5%-25.1pp | 74.8%-30.4pp | 69.5%-25.1pp |
| Annual return | 7.47% | 18.76%-11.3pp | 87.57%-80.1pp | 73.14%-65.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,884 | $2,465-23.6% | $3,329-43.4% | $3,332-43.5% |
| Admin fee / account holder | $8,968 | $2,834+216.4% | $3,600+149.1% | $4,645+93.0% |