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 | $39,326 | $49,227-20.1% | $70,449-44.2% | $79,858-50.8% |
| Participation rate | 35.5% | 69.2%-33.6pp | 75.1%-39.5pp | 69.6%-34.1pp |
| Annual return | 4.63% | 30.06%-25.4pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,186 | $2,768-57.1% | $3,709-68.0% | $3,740-68.3% |
| Admin fee / account holder | $1,550 | $2,878-46.1% | $3,845-59.7% | $5,306-70.8% |