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 | $47,796 | $82,523-42.1% | $115,752-58.7% | $70,131-31.8% |
| Participation rate | 66.2% | 74.0%-7.8pp | 77.8%-11.6pp | 69.5%-3.4pp |
| Annual return | 10.64% | 28.22%-17.6pp | 19.41%-8.8pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,855 | $4,062-29.7% | $5,204-45.1% | $3,332-14.3% |
| Admin fee / account holder | $403 | $4,552-91.1% | $6,278-93.6% | $4,645-91.3% |