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 | $48,174 | $46,553+3.5% | $64,056-24.8% | $75,163-35.9% |
| Participation rate | 27.8% | 65.9%-38.1pp | 72.3%-44.5pp | 67.2%-39.3pp |
| Annual return | 10.88% | 26.03%-15.2pp | 33.69%-22.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,658 | $2,837-41.5% | $3,880-57.3% | $4,125-59.8% |
| Admin fee / account holder | $1,254 | $2,952-57.5% | $3,068-59.1% | $5,651-77.8% |