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 | $96,780 | $95,803+1.0% | $113,168-14.5% | $84,808+14.1% |
| Participation rate | 42.3% | 72.9%-30.6pp | 76.6%-34.3pp | 68.3%-26.0pp |
| Annual return | 12.13% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,407 | $4,242+3.9% | $5,107-13.7% | $4,212+4.6% |
| Admin fee / account holder | $1,236 | $8,989-86.2% | $12,068-89.8% | $7,344-83.2% |