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 | $49,944 | $54,762-8.8% | $90,281-44.7% | $72,985-31.6% |
| Participation rate | 9.9% | 65.1%-55.3pp | 73.3%-63.4pp | 69.5%-59.6pp |
| Annual return | 15.66% | 30.63%-15.0pp | 78.10%-62.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,052 | $2,887-63.6% | $3,885-72.9% | $3,607-70.8% |
| Admin fee / account holder | $713 | $3,972-82.0% | $5,351-86.7% | $5,124-86.1% |