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 | $170,237 | $89,753+89.7% | $107,525+58.3% | $84,808+100.7% |
| Participation rate | 64.4% | 68.1%-3.7pp | 75.1%-10.7pp | 68.3%-3.9pp |
| Annual return | 12.00% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,721 | $4,056-57.6% | $5,116-66.4% | $4,212-59.1% |
| Admin fee / account holder | $2,389 | $7,222-66.9% | $8,919-73.2% | $7,344-67.5% |