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 | $96,527 | $76,670+25.9% | $96,683-0.2% | $71,457+35.1% |
| Participation rate | 31.9% | 66.6%-34.7pp | 74.3%-42.4pp | 67.9%-36.0pp |
| Annual return | 13.16% | 48.29%-35.1pp | 35.69%-22.5pp | 28.85%-15.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,088 | $3,771-18.1% | $4,878-36.7% | $4,289-28.0% |
| Admin fee / account holder | $11,440 | $2,028+464.0% | $6,730+70.0% | $1,587+620.7% |