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 9-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 | $104,252 | $77,503+34.5% | $100,391+3.8% | $80,856+28.9% |
| Participation rate | 42.9% | 76.9%-34.1pp | 81.5%-38.6pp | 67.6%-24.8pp |
| Annual return | 10.37% | 37.20%-26.8pp | 49.20%-38.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,889 | $6,820-57.6% | $8,082-64.2% | $4,296-32.7% |
| Admin fee / account holder | $17,588 | $5,897+198.2% | $7,899+122.7% | $6,918+154.2% |