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 | $78,377 | $86,286-9.2% | $111,297-29.6% | $85,850-8.7% |
| Participation rate | 40.6% | 73.3%-32.7pp | 77.3%-36.7pp | 69.3%-28.7pp |
| Annual return | 6.92% | 19.99%-13.1pp | 54.65%-47.7pp | 318.53%-311.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,071 | $3,641-15.6% | $4,487-31.6% | $3,952-22.3% |
| Admin fee / account holder | $13,913 | $8,188+69.9% | $7,964+74.7% | $6,260+122.3% |