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 | $99,415 | $74,927+32.7% | $101,794-2.3% | $84,808+17.2% |
| Participation rate | 28.7% | 61.4%-32.7pp | 69.2%-40.4pp | 68.3%-39.6pp |
| Annual return | 7.49% | 18.70%-11.2pp | 30.53%-23.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,763 | $3,099-43.1% | $4,084-56.8% | $4,212-58.1% |
| Admin fee / account holder | $9,425 | $6,514+44.7% | $8,777+7.4% | $7,344+28.3% |