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 | $62,577 | $106,749-41.4% | $145,433-57.0% | $82,448-24.1% |
| Participation rate | 44.0% | 75.6%-31.6pp | 82.1%-38.1pp | 68.1%-24.1pp |
| Annual return | 12.67% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,077 | $6,519-37.5% | $7,897-48.4% | $4,139-1.5% |
| Admin fee / account holder | $11,744 | $8,390+40.0% | $13,129-10.5% | $7,234+62.3% |