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 | $72,806 | $102,317-28.8% | $146,958-50.5% | $80,856-10.0% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.2%-34.1pp | 67.6%-19.5pp |
| Annual return | 11.26% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,257 | $6,644-51.0% | $8,070-59.6% | $4,296-24.2% |
| Admin fee / account holder | $8,286 | $7,941+4.3% | $12,998-36.3% | $6,918+19.8% |