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 | $81,617 | $81,460+0.2% | $103,333-21.0% | $80,856+0.9% |
| Participation rate | 42.4% | 66.8%-24.5pp | 74.5%-32.1pp | 67.6%-25.3pp |
| Annual return | 9.94% | 25.55%-15.6pp | 24.88%-14.9pp | 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 | $4,292 | $3,869+10.9% | $5,057-15.1% | $4,296-0.1% |
| Admin fee / account holder | $1,371 | $6,566-79.1% | $8,355-83.6% | $6,918-80.2% |