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 | $70,587 | $80,717-12.6% | $154,803-54.4% | $84,808-16.8% |
| Participation rate | 30.6% | 66.8%-36.3pp | 78.1%-47.5pp | 68.3%-37.8pp |
| Annual return | 10.64% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,396 | $3,303-57.7% | $5,540-74.8% | $4,212-66.8% |
| Admin fee / account holder | $13,226 | $6,746+96.1% | $14,329-7.7% | $7,344+80.1% |