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 | $39,774 | $81,208-51.0% | $98,907-59.8% | $79,858-50.2% |
| Participation rate | 38.6% | 72.5%-33.9pp | 76.0%-37.4pp | 69.6%-31.0pp |
| Annual return | 8.73% | 60.99%-52.3pp | 196.43%-187.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,544 | $3,265-52.7% | $4,244-63.6% | $3,740-58.7% |
| Admin fee / account holder | $6,015 | $6,0130% | $6,642-9.4% | $5,306+13.4% |