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 | $54,697 | $58,512-6.5% | $84,015-34.9% | $72,985-25.1% |
| Participation rate | 59.0% | 61.2%-2.2pp | 69.0%-10.0pp | 69.5%-10.5pp |
| Annual return | 2.60% | 28.93%-26.3pp | 71.31%-68.7pp | 81.00%-78.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,254 | $2,394-5.8% | $3,239-30.4% | $3,607-37.5% |
| Admin fee / account holder | $17,593 | $4,569+285.1% | $6,101+188.4% | $5,124+243.3% |