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 | $99,884 | $77,899+28.2% | $149,673-33.3% | $75,163+32.9% |
| Participation rate | 31.1% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.1pp |
| Annual return | 4.35% | 31.72%-27.4pp | 134.42%-130.1pp | 160.62%-156.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,392 | $3,411-0.6% | $5,680-40.3% | $4,125-17.8% |
| Admin fee / account holder | $1,208 | $5,956-79.7% | $13,210-90.9% | $5,651-78.6% |