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 | $73,235 | $45,035+62.6% | $62,995+16.3% | $70,131+4.4% |
| Participation rate | 37.9% | 69.5%-31.6pp | 74.8%-36.9pp | 69.5%-31.6pp |
| Annual return | 11.01% | 18.76%-7.7pp | 87.57%-76.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,628 | $2,465-33.9% | $3,329-51.1% | $3,332-51.1% |
| Admin fee / account holder | $753 | $2,834-73.4% | $3,600-79.1% | $4,645-83.8% |