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 | $80,717-29.4% | $154,803-63.2% | $84,808-32.8% |
| Participation rate | 38.5% | 66.8%-28.3pp | 78.1%-39.6pp | 68.3%-29.8pp |
| Annual return | 10.57% | 37.96%-27.4pp | 58.88%-48.3pp | 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 | $3,653 | $3,303+10.6% | $5,540-34.1% | $4,212-13.3% |
| Admin fee / account holder | $9,895 | $6,746+46.7% | $14,329-30.9% | $7,344+34.7% |