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 | $163,940 | $55,706+194.3% | $75,886+116.0% | $72,985+124.6% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.3%-12.9pp | 69.5%-13.1pp |
| Annual return | 15.44% | 27.59%-12.2pp | 30.76%-15.3pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,616 | $2,634+113.2% | $3,603+55.9% | $3,607+55.7% |
| Admin fee / account holder | $971 | $3,978-75.6% | $5,418-82.1% | $5,124-81.1% |