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 | $37,409 | $80,968-53.8% | $96,544-61.3% | $75,163-50.2% |
| Participation rate | 65.0% | 71.8%-6.8pp | 76.0%-11.0pp | 67.2%-2.2pp |
| Annual return | 7.11% | 27.06%-20.0pp | 25.84%-18.7pp | 160.62%-153.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,411 | $3,928-38.6% | $4,851-50.3% | $4,125-41.6% |
| Admin fee / account holder | $7,218 | $6,724+7.3% | $8,252-12.5% | $5,651+27.7% |