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 | $75,522 | $73,787+2.4% | $98,716-23.5% | $82,448-8.4% |
| Participation rate | 27.5% | 61.4%-33.9pp | 69.3%-41.8pp | 68.1%-40.5pp |
| Annual return | 11.71% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,385 | $3,081-22.6% | $4,048-41.1% | $4,139-42.4% |
| Admin fee / account holder | $2,770 | $6,500-57.4% | $8,703-68.2% | $7,234-61.7% |