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 | $72,225 | $88,583-18.5% | $88,497-18.4% | $273,961-73.6% |
| Participation rate | 0.0% | 83.5%-83.5pp | 82.4%-82.4pp | 83.0%-83.0pp |
| Annual return | 2.89% | 5.68%-2.8pp | 7.63%-4.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,621 | $4,891-66.9% | $4,899-66.9% | $5,287-69.3% |
| Admin fee / account holder | $3,859 | $8,980-57.0% | $6,220-37.9% | $10,132-61.9% |