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 | $43,247 | $67,606-36.0% | $82,313-47.5% | $70,131-38.3% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.9%-25.5pp | 69.5%-18.2pp |
| Annual return | 11.10% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,657 | $2,987-44.5% | $3,706-55.3% | $3,332-50.3% |
| Admin fee / account holder | $5,608 | $4,512+24.3% | $5,6080% | $4,645+20.7% |