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 | $76,781 | $74,927+2.5% | $101,794-24.6% | $84,808-9.5% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.2%-22.3pp | 68.3%-21.4pp |
| Annual return | 10.83% | 18.70%-7.9pp | 30.53%-19.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,825 | $3,099-41.1% | $4,084-55.3% | $4,212-56.7% |
| Admin fee / account holder | $4,090 | $6,514-37.2% | $8,777-53.4% | $7,344-44.3% |