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 | $222,361 | $67,411+229.9% | $91,001+144.4% | $70,131+217.1% |
| Participation rate | 65.7% | 71.4%-5.7pp | 75.6%-9.9pp | 69.5%-3.8pp |
| Annual return | 10.65% | -40.16%+50.8pp | 4.60%+6.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,872 | $2,823+108.0% | $3,547+65.5% | $3,332+76.2% |
| Admin fee / account holder | $2,031 | $4,236-52.1% | $5,417-62.5% | $4,645-56.3% |