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 | $103,881 | $133,922-22.4% | $116,228-10.6% | $142,382-27.0% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.6%-39.6pp | 80.1%-45.1pp |
| Annual return | 7.49% | 147.76%-140.3pp | 90.06%-82.6pp | 217.08%-209.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,400 | $5,672-22.4% | $4,953-11.2% | $6,507-32.4% |
| Admin fee / account holder | $31,272 | $14,945+109.3% | $11,989+160.8% | $12,624+147.7% |