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 | $43,919 | $67,606-35.0% | $82,313-46.6% | $70,131-37.4% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.9%-45.9pp | 69.5%-38.6pp |
| Annual return | 8.15% | 21.57%-13.4pp | 25.88%-17.7pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,764 | $2,987+26.0% | $3,706+1.6% | $3,332+13.0% |
| Admin fee / account holder | $18,806 | $4,512+316.8% | $5,608+235.4% | $4,645+304.8% |