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 | $58,427 | $66,098-11.6% | $101,794-42.6% | $74,304-21.4% |
| Participation rate | 12.0% | 53.8%-41.7pp | 69.2%-57.1pp | 60.3%-48.3pp |
| Annual return | 6.11% | 19.59%-13.5pp | 30.53%-24.4pp | 29.43%-23.3pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,291 | $2,781-53.6% | $4,084-68.4% | $3,767-65.7% |
| Admin fee / account holder | $3,875 | $4,146-6.5% | $8,777-55.9% | $2,969+30.5% |