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 | $71,175 | $57,065+24.7% | $75,670-5.9% | $70,131+1.5% |
| Participation rate | 56.1% | 68.1%-12.0pp | 72.3%-16.3pp | 69.5%-13.4pp |
| Annual return | 10.63% | 23.57%-12.9pp | 27.34%-16.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,503 | $2,580-41.7% | $3,142-52.2% | $3,332-54.9% |
| Admin fee / account holder | $8,114 | $3,825+112.1% | $5,800+39.9% | $4,645+74.7% |