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 | $48,868 | $49,915-2.1% | $154,803-68.4% | $74,304-34.2% |
| Participation rate | 28.7% | 54.0%-25.3pp | 78.1%-49.4pp | 60.3%-31.7pp |
| Annual return | 10.58% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $934 | $2,255-58.6% | $5,540-83.1% | $3,767-75.2% |
| Admin fee / account holder | $1,928 | $2,189-11.9% | $14,329-86.5% | $2,969-35.1% |