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 | $128,718 | $95,803+34.4% | $113,168+13.7% | $84,808+51.8% |
| Participation rate | 48.4% | 72.9%-24.5pp | 76.6%-28.2pp | 68.3%-19.9pp |
| Annual return | 10.24% | 25.00%-14.8pp | 24.27%-14.0pp | 40.90%-30.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,004 | $4,242+65.1% | $5,107+37.2% | $4,212+66.3% |
| Admin fee / account holder | $35,070 | $8,989+290.2% | $12,068+190.6% | $7,344+377.6% |