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 | $69,174 | $72,277-4.3% | $101,248-31.7% | $79,858-13.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 2.47% | 22.30%-19.8pp | 46.47%-44.0pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,912 | $3,282-41.7% | $4,370-56.3% | $3,740-48.9% |
| Admin fee / account holder | $1,219 | $4,400-72.3% | $5,945-79.5% | $5,306-77.0% |