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 | $55,234 | $110,257-49.9% | $96,544-42.8% | $139,434-60.4% |
| Participation rate | 11.8% | 78.1%-66.3pp | 76.0%-64.2pp | 80.3%-68.6pp |
| Annual return | 2.58% | 26.32%-23.7pp | 25.84%-23.3pp | 372.94%-370.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,752 | $5,548-68.4% | $4,851-63.9% | $6,710-73.9% |
| Admin fee / account holder | $691 | $11,591-94.0% | $8,252-91.6% | $11,403-93.9% |