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 | $61,398 | $117,983-48.0% | $101,794-39.7% | $142,382-56.9% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.2%-58.1pp | 80.1%-69.0pp |
| Annual return | 6.17% | 36.92%-30.7pp | 30.53%-24.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,298 | $4,714-72.5% | $4,084-68.2% | $6,507-80.1% |
| Admin fee / account holder | $44,249 | $10,433+324.1% | $8,777+404.1% | $12,624+250.5% |