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 | $37,727 | $95,453-60.5% | $112,040-66.3% | $82,448-54.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 9.39% | 23.92%-14.5pp | 24.52%-15.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,004 | $4,224-28.9% | $5,098-41.1% | $4,139-27.4% |
| Admin fee / account holder | $6,639 | $9,013-26.3% | $12,098-45.1% | $7,234-8.2% |