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 | $67,569 | $93,571-27.8% | $135,903-50.3% | $75,163-10.1% |
| Participation rate | 43.1% | 75.2%-32.0pp | 81.9%-38.8pp | 67.2%-24.1pp |
| Annual return | 12.15% | 30.90%-18.8pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,172 | $6,404-50.5% | $7,758-59.1% | $4,125-23.1% |
| Admin fee / account holder | $13,933 | $6,975+99.8% | $10,762+29.5% | $5,651+146.6% |