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 | $44,305 | $46,553-4.8% | $64,056-30.8% | $75,163-41.1% |
| Participation rate | 21.4% | 65.9%-44.5pp | 72.3%-50.9pp | 67.2%-45.8pp |
| Annual return | 6.97% | 26.03%-19.1pp | 33.69%-26.7pp | 160.62%-153.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,465 | $2,837-48.4% | $3,880-62.2% | $4,125-64.5% |
| Admin fee / account holder | $1,674 | $2,952-43.3% | $3,068-45.5% | $5,651-70.4% |