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 | $129,270 | $95,803+34.9% | $113,168+14.2% | $84,808+52.4% |
| Participation rate | 35.4% | 72.9%-37.4pp | 76.6%-41.1pp | 68.3%-32.9pp |
| Annual return | 10.92% | 25.00%-14.1pp | 24.27%-13.3pp | 40.90%-30.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,182 | $4,242-48.6% | $5,107-57.3% | $4,212-48.2% |
| Admin fee / account holder | $15,048 | $8,989+67.4% | $12,068+24.7% | $7,344+104.9% |