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 | $24,778 | $54,705-54.7% | $71,209-65.2% | $84,808-70.8% |
| Participation rate | 20.6% | 64.1%-43.5pp | 73.8%-53.2pp | 68.3%-47.7pp |
| Annual return | 11.67% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $922 | $3,030-69.6% | $4,175-77.9% | $4,212-78.1% |
| Admin fee / account holder | $5,781 | $4,863+18.9% | $5,349+8.1% | $7,344-21.3% |