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 | $36,604 | $56,053-34.7% | $75,972-51.8% | $80,856-54.7% |
| Participation rate | 24.0% | 62.0%-38.0pp | 69.1%-45.1pp | 67.6%-43.6pp |
| Annual return | 9.02% | 20.53%-11.5pp | 359.55%-350.5pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,273 | $3,052-58.3% | $4,255-70.1% | $4,296-70.4% |
| Admin fee / account holder | $6,600 | $5,234+26.1% | $6,467+2.1% | $6,918-4.6% |