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 | $60,674 | $43,133+40.7% | $89,391-32.1% | $73,488-17.4% |
| Participation rate | 17.9% | 55.0%-37.0pp | 68.0%-50.0pp | 70.7%-52.7pp |
| Annual return | 10.83% | 135.66%-124.8pp | 245.62%-234.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $865 | $2,445-64.6% | $3,890-77.8% | $3,740-76.9% |
| Admin fee / account holder | $1,155 | $444+160.3% | $4,881-76.3% | $513+125.1% |