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 | $54,133 | $54,762-1.1% | $90,281-40.0% | $72,985-25.8% |
| Participation rate | 35.4% | 65.1%-29.8pp | 73.3%-37.9pp | 69.5%-34.1pp |
| Annual return | 9.94% | 30.63%-20.7pp | 78.10%-68.2pp | 81.00%-71.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $949 | $2,887-67.1% | $3,885-75.6% | $3,607-73.7% |
| Admin fee / account holder | $22,016 | $3,972+454.3% | $5,351+311.4% | $5,124+329.6% |