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 | $107,250 | $95,803+11.9% | $113,168-5.2% | $84,808+26.5% |
| Participation rate | 20.6% | 72.9%-52.3pp | 76.6%-56.0pp | 68.3%-47.7pp |
| Annual return | 8.22% | 25.00%-16.8pp | 24.27%-16.0pp | 40.90%-32.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,337 | $4,242-21.3% | $5,107-34.7% | $4,212-20.8% |
| Admin fee / account holder | $10,042 | $8,989+11.7% | $12,068-16.8% | $7,344+36.7% |