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 | $44,058 | $29,051+51.7% | $52,425-16.0% | $67,986-35.2% |
| Participation rate | 29.5% | 30.4%-1.0pp | 55.6%-26.2pp | 57.2%-27.8pp |
| Annual return | 13.61% | 24.00%-10.4pp | 302.12%-288.5pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,072 | $873+22.8% | $1,790-40.1% | $3,358-68.1% |
| Admin fee / account holder | $3,800 | $2,113+79.9% | $2,495+52.3% | $3,203+18.6% |