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 | $107,168 | $88,672+20.9% | $105,223+1.8% | $82,448+30.0% |
| Participation rate | 61.0% | 67.9%-6.9pp | 75.0%-14.1pp | 68.1%-7.1pp |
| Annual return | 10.74% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,394 | $4,036-15.9% | $5,072-33.1% | $4,139-18.0% |
| Admin fee / account holder | $7,446 | $7,146+4.2% | $8,859-16.0% | $7,234+2.9% |