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 | $109,193 | $51,175+113.4% | $70,515+54.9% | $75,163+45.3% |
| Participation rate | 41.0% | 60.9%-20.0pp | 68.3%-27.4pp | 67.2%-26.2pp |
| Annual return | 9.66% | 30.02%-20.4pp | 32.77%-23.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,601 | $2,849-43.8% | $4,567-64.9% | $4,125-61.2% |
| Admin fee / account holder | $30,110 | $4,091+636.1% | $6,412+369.6% | $5,651+432.8% |