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 | $95,803-3.3% | $113,168-18.1% | $84,808+9.2% |
| Participation rate | 46.9% | 72.9%-26.0pp | 76.6%-29.7pp | 68.3%-21.4pp |
| Annual return | 11.21% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,607 | $4,242-38.6% | $5,107-49.0% | $4,212-38.1% |
| Admin fee / account holder | $24,997 | $8,989+178.1% | $12,068+107.1% | $7,344+240.4% |