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 | $92,647 | $95,453-2.9% | $112,040-17.3% | $82,448+12.4% |
| Participation rate | 46.9% | 72.8%-25.9pp | 76.5%-29.6pp | 68.1%-21.2pp |
| Annual return | 11.21% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,607 | $4,224-38.3% | $5,098-48.9% | $4,139-37.0% |
| Admin fee / account holder | $24,997 | $9,013+177.3% | $12,098+106.6% | $7,234+245.5% |