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 | $65,154 | $95,803-32.0% | $113,168-42.4% | $84,808-23.2% |
| Participation rate | 52.0% | 72.9%-20.9pp | 76.6%-24.6pp | 68.3%-16.3pp |
| Annual return | 10.42% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,951 | $4,242+16.7% | $5,107-3.1% | $4,212+17.5% |
| Admin fee / account holder | $5,327 | $8,989-40.7% | $12,068-55.9% | $7,344-27.5% |