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 | $32,135 | $76,367-57.9% | $93,606-65.7% | $72,985-56.0% |
| Participation rate | 39.0% | 71.7%-32.7pp | 75.8%-36.8pp | 69.5%-30.5pp |
| Annual return | 13.60% | 25.82%-12.2pp | 32.76%-19.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,552 | $3,538-56.1% | $4,069-61.9% | $3,607-57.0% |
| Admin fee / account holder | $2,249 | $6,838-67.1% | $7,888-71.5% | $5,124-56.1% |