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 | $59,709 | $70,428-15.2% | $96,562-38.2% | $85,850-30.4% |
| Participation rate | 35.1% | 61.8%-26.7pp | 69.8%-34.7pp | 69.3%-34.2pp |
| Annual return | 8.93% | 18.59%-9.7pp | 37.78%-28.9pp | 318.53%-309.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,984 | $2,894-31.4% | $3,849-48.5% | $3,952-49.8% |
| Admin fee / account holder | $1,240 | $4,997-75.2% | $6,181-79.9% | $6,260-80.2% |