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 | $60,863 | $109,413-44.4% | $156,263-61.1% | $84,808-28.2% |
| Participation rate | 37.5% | 72.7%-35.2pp | 78.9%-41.4pp | 68.3%-30.8pp |
| Annual return | 11.18% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,339 | $4,590-49.0% | $6,158-62.0% | $4,212-44.5% |
| Admin fee / account holder | $18,595 | $9,357+98.7% | $14,255+30.4% | $7,344+153.2% |