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 | $58,489 | $69,515-15.9% | $86,874-32.7% | $85,850-31.9% |
| Participation rate | 22.0% | 66.3%-44.4pp | 71.6%-49.7pp | 69.3%-47.4pp |
| Annual return | 10.28% | 20.12%-9.8pp | 63.52%-53.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,115 | $2,919-61.8% | $3,699-69.9% | $3,952-71.8% |
| Admin fee / account holder | $1,931 | $5,972-67.7% | $5,828-66.9% | $6,260-69.1% |