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 | $97,276 | $57,590+68.9% | $86,233+12.8% | $82,448+18.0% |
| Participation rate | 42.7% | 57.9%-15.2pp | 69.0%-26.3pp | 68.1%-25.4pp |
| Annual return | 12.19% | 22.41%-10.2pp | 61.39%-49.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,973 | $3,080-36.0% | $4,559-56.7% | $4,139-52.3% |
| Admin fee / account holder | $6,055 | $4,730+28.0% | $8,342-27.4% | $7,234-16.3% |