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 | $64,143 | $58,828+9.0% | $77,999-17.8% | $62,891+2.0% |
| Participation rate | 46.3% | 71.1%-24.7pp | 75.5%-29.2pp | 69.3%-23.0pp |
| Annual return | 2.46% | 17.16%-14.7pp | 425.96%-423.5pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,481 | $2,686+29.6% | $3,497-0.4% | $3,203+8.7% |
| Admin fee / account holder | $5,863 | $4,393+33.5% | $5,480+7.0% | $4,296+36.5% |