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 | $76,953 | $99,985-23.0% | $146,665-47.5% | $85,850-10.4% |
| Participation rate | 53.3% | 73.1%-19.7pp | 80.1%-26.7pp | 69.3%-16.0pp |
| Annual return | 9.85% | 18.93%-9.1pp | 22.74%-12.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,609 | $4,006-34.9% | $5,506-52.6% | $3,952-34.0% |
| Admin fee / account holder | $1,119 | $7,702-85.5% | $10,280-89.1% | $6,260-82.1% |