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 | $103,675 | $81,460+27.3% | $103,333+0.3% | $80,856+28.2% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 9.90% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,652 | $3,869-31.5% | $5,057-47.6% | $4,296-38.3% |
| Admin fee / account holder | $433 | $6,566-93.4% | $8,355-94.8% | $6,918-93.7% |