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 | $65,309 | $94,625-31.0% | $116,228-43.8% | $84,808-23.0% |
| Participation rate | 66.1% | 70.4%-4.4pp | 74.6%-8.5pp | 68.3%-2.2pp |
| Annual return | 5.29% | 20.40%-15.1pp | 90.06%-84.8pp | 40.90%-35.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,826 | $3,972-54.0% | $4,953-63.1% | $4,212-56.6% |
| Admin fee / account holder | $11,793 | $10,091+16.9% | $11,989-1.6% | $7,344+60.6% |