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 | $112,736 | $94,625+19.1% | $116,228-3.0% | $84,808+32.9% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.6%-28.4pp | 68.3%-22.2pp |
| Annual return | 3.88% | 20.40%-16.5pp | 90.06%-86.2pp | 40.90%-37.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,687 | $3,972-32.4% | $4,953-45.8% | $4,212-36.2% |
| Admin fee / account holder | $39,328 | $10,091+289.7% | $11,989+228.0% | $7,344+435.5% |