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 | $54,533 | $59,097-7.7% | $82,389-33.8% | $74,304-26.6% |
| Participation rate | 26.4% | 52.8%-26.4pp | 69.5%-43.1pp | 60.3%-33.9pp |
| Annual return | 11.78% | 22.85%-11.1pp | 28.67%-16.9pp | 29.43%-17.7pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,604 | $2,775-42.2% | $4,155-61.4% | $3,767-57.4% |
| Admin fee / account holder | $31,701 | $4,489+606.1% | $7,231+338.4% | $2,969+967.8% |