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 | $38,468 | $135,952-71.7% | $123,892-69.0% | $273,961-86.0% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | 2.43% | 56.63%-54.2pp | 47.52%-45.1pp | 41.45%-39.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,291 | $6,343-32.3% | $5,984-28.3% | $5,287-18.8% |
| Admin fee / account holder | $4,046 | $9,817-58.8% | $8,357-51.6% | $10,132-60.1% |