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 | $126,067 | $74,927+68.3% | $101,794+23.8% | $84,808+48.7% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.2%-69.2pp | 68.3%-68.3pp |
| Annual return | 10.74% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,906 | $3,099-6.2% | $4,084-28.8% | $4,212-31.0% |
| Admin fee / account holder | $5,902 | $6,514-9.4% | $8,777-32.8% | $7,344-19.6% |