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 7-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 | $43,282 | $89,355-51.6% | $141,162-69.3% | $72,985-40.7% |
| Participation rate | 36.7% | 75.1%-38.5pp | 82.5%-45.8pp | 69.5%-32.8pp |
| Annual return | 15.58% | 111.85%-96.3pp | 71.39%-55.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,527 | $5,418-34.9% | $6,709-47.4% | $3,607-2.2% |
| Admin fee / account holder | $9,627 | $5,958+61.6% | $10,261-6.2% | $5,124+87.9% |