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 | $81,736 | $51,175+59.7% | $70,515+15.9% | $75,163+8.7% |
| Participation rate | 42.3% | 60.9%-18.7pp | 68.3%-26.1pp | 67.2%-24.9pp |
| Annual return | 11.72% | 30.02%-18.3pp | 32.77%-21.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,281 | $2,849-55.0% | $4,567-71.9% | $4,125-68.9% |
| Admin fee / account holder | $4,012 | $4,091-1.9% | $6,412-37.4% | $5,651-29.0% |