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 | $61,991 | $79,944-22.5% | $98,439-37.0% | $75,163-17.5% |
| Participation rate | 51.9% | 70.4%-18.5pp | 75.2%-23.3pp | 67.2%-15.3pp |
| Annual return | 11.00% | 19.75%-8.7pp | 21.16%-10.2pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,965 | $3,752-21.0% | $4,738-37.4% | $4,125-28.1% |
| Admin fee / account holder | $27,771 | $6,840+306.0% | $8,948+210.4% | $5,651+391.4% |