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 | $53,473 | $46,869+14.1% | $122,332-56.3% | $70,131-23.8% |
| Participation rate | 17.5% | 58.2%-40.7pp | 71.6%-54.1pp | 69.5%-52.0pp |
| Annual return | 10.93% | 24.22%-13.3pp | 30.27%-19.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $853 | $2,166-60.6% | $3,287-74.0% | $3,332-74.4% |
| Admin fee / account holder | $5,326 | $3,322+60.3% | $5,478-2.8% | $4,645+14.7% |