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 | $73,261 | $45,073+62.5% | $69,455+5.5% | $72,985+0.4% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 0.14% | 22.65%-22.5pp | 28.97%-28.8pp | 81.00%-80.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,191 | $2,602+22.7% | $3,535-9.7% | $3,607-11.5% |
| Admin fee / account holder | $33,807 | $3,056+1006.4% | $3,839+780.5% | $5,124+559.7% |