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 | $42,473 | $81,208-47.7% | $98,907-57.1% | $79,858-46.8% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 8.08% | 60.99%-52.9pp | 196.43%-188.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,468 | $3,265+6.2% | $4,244-18.3% | $3,740-7.3% |
| Admin fee / account holder | $6,244 | $6,013+3.8% | $6,642-6.0% | $5,306+17.7% |