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 | $44,838 | $48,046-6.7% | $84,611-47.0% | $72,985-38.6% |
| Participation rate | 43.8% | 57.6%-13.8pp | 68.2%-24.5pp | 69.5%-25.7pp |
| Annual return | 13.56% | 37.38%-23.8pp | 258.74%-245.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,789 | $2,680+41.4% | $3,899-2.8% | $3,607+5.0% |
| Admin fee / account holder | $7,329 | $3,395+115.9% | $4,912+49.2% | $5,124+43.0% |