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 5-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 | $71,804 | $74,927-4.2% | $101,794-29.5% | $84,808-15.3% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.2%-49.7pp | 68.3%-48.9pp |
| Annual return | 11.51% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,733 | $3,099-44.1% | $4,084-57.6% | $4,212-58.8% |
| Admin fee / account holder | $108,706 | $6,514+1568.8% | $8,777+1138.5% | $7,344+1380.2% |