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 | $91,741 | $81,460+12.6% | $103,333-11.2% | $80,856+13.5% |
| Participation rate | 57.4% | 66.8%-9.4pp | 74.5%-17.1pp | 67.6%-10.2pp |
| Annual return | 9.06% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,931 | $3,869-50.1% | $5,057-61.8% | $4,296-55.0% |
| Admin fee / account holder | $5,948 | $6,566-9.4% | $8,355-28.8% | $6,918-14.0% |