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 | $74,776 | $102,317-26.9% | $146,958-49.1% | $80,856-7.5% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.2%-22.5pp | 67.6%-8.0pp |
| Annual return | 3.53% | 134.76%-131.2pp | 418.34%-414.8pp | 35.59%-32.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,246 | $6,644+24.1% | $8,070+2.2% | $4,296+92.0% |
| Admin fee / account holder | $7,574 | $7,941-4.6% | $12,998-41.7% | $6,918+9.5% |