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 | $56,970 | $76,407-25.4% | $150,298-62.1% | $82,448-30.9% |
| Participation rate | 38.5% | 66.4%-27.9pp | 77.8%-39.3pp | 68.1%-29.6pp |
| Annual return | 10.57% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,653 | $3,214+13.6% | $5,453-33.0% | $4,139-11.8% |
| Admin fee / account holder | $9,895 | $6,352+55.8% | $14,116-29.9% | $7,234+36.8% |