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 | $78,066 | $67,606+15.5% | $82,313-5.2% | $70,131+11.3% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 6.33% | 21.57%-15.2pp | 25.88%-19.5pp | 73.14%-66.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,734 | $2,987-42.0% | $3,706-53.2% | $3,332-48.0% |
| Admin fee / account holder | $410 | $4,512-90.9% | $5,608-92.7% | $4,645-91.2% |