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 | $94,031+19.9% | $115,768-2.6% | $82,448+36.7% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.4%-28.2pp | 68.1%-21.9pp |
| Annual return | 3.88% | 20.61%-16.7pp | 100.46%-96.6pp | 41.64%-37.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,687 | $3,972-32.4% | $4,917-45.4% | $4,139-35.1% |
| Admin fee / account holder | $39,328 | $10,249+283.7% | $12,439+216.2% | $7,234+443.6% |