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 | $59,970 | $79,944-25.0% | $98,439-39.1% | $75,163-20.2% |
| Participation rate | 42.3% | 70.4%-28.1pp | 75.2%-32.9pp | 67.2%-24.9pp |
| Annual return | 12.33% | 19.75%-7.4pp | 21.16%-8.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,952 | $3,752-48.0% | $4,738-58.8% | $4,125-52.7% |
| Admin fee / account holder | $1,116 | $6,840-83.7% | $8,948-87.5% | $5,651-80.3% |