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 | $54,550 | $54,705-0.3% | $71,209-23.4% | $84,808-35.7% |
| Participation rate | 61.8% | 64.1%-2.3pp | 73.8%-11.9pp | 68.3%-6.5pp |
| Annual return | 11.04% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,294 | $3,030+8.7% | $4,175-21.1% | $4,212-21.8% |
| Admin fee / account holder | $1,474 | $4,863-69.7% | $5,349-72.4% | $7,344-79.9% |