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 | $87,729 | $67,606+29.8% | $82,313+6.6% | $70,131+25.1% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.2pp |
| Annual return | 10.00% | 21.57%-11.6pp | 25.88%-15.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,756 | $2,987-7.7% | $3,706-25.6% | $3,332-17.3% |
| Admin fee / account holder | $48,672 | $4,512+978.7% | $5,608+767.9% | $4,645+947.8% |