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 | $82,890 | $67,606+22.6% | $82,313+0.7% | $70,131+18.2% |
| Participation rate | 40.7% | 72.8%-32.0pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 8.51% | 21.57%-13.1pp | 25.88%-17.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,005 | $2,987-32.9% | $3,706-45.9% | $3,332-39.8% |
| Admin fee / account holder | $28,013 | $4,512+520.9% | $5,608+399.5% | $4,645+503.0% |