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 | $65,213 | $93,571-30.3% | $135,903-52.0% | $75,163-13.2% |
| Participation rate | 64.4% | 75.2%-10.8pp | 81.9%-17.5pp | 67.2%-2.8pp |
| Annual return | 7.14% | 30.90%-23.8pp | 68.23%-61.1pp | 160.62%-153.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,899 | $6,404+54.6% | $7,758+27.6% | $4,125+140.0% |
| Admin fee / account holder | $570 | $6,975-91.8% | $10,762-94.7% | $5,651-89.9% |