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 | $57,414 | $53,127+8.1% | $86,590-33.7% | $70,131-18.1% |
| Participation rate | 62.7% | 65.3%-2.6pp | 73.5%-10.9pp | 69.5%-6.9pp |
| Annual return | 12.00% | 27.66%-15.7pp | 964.84%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,981 | $2,696+84.8% | $3,609+38.0% | $3,332+49.5% |
| Admin fee / account holder | $1,129 | $3,585-68.5% | $4,906-77.0% | $4,645-75.7% |