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 | $78,766 | $70,428+11.8% | $96,562-18.4% | $85,850-8.3% |
| Participation rate | 34.3% | 61.8%-27.5pp | 69.8%-35.5pp | 69.3%-35.0pp |
| Annual return | 9.21% | 18.59%-9.4pp | 37.78%-28.6pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,469 | $2,894-49.2% | $3,849-61.8% | $3,952-62.8% |
| Admin fee / account holder | $13,513 | $4,997+170.4% | $6,181+118.6% | $6,260+115.9% |