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 | $137,902 | $87,841+57.0% | $133,980+2.9% | $62,891+119.3% |
| Participation rate | 67.6% | 83.4%-15.8pp | 87.1%-19.5pp | 69.3%-1.7pp |
| Annual return | 5.35% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,371 | $4,812+74.0% | $6,282+33.3% | $3,203+161.4% |
| Admin fee / account holder | $5,050 | $5,371-6.0% | $9,324-45.8% | $4,296+17.6% |