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 | $89,663 | $65,041+37.9% | $90,951-1.4% | $79,858+12.3% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 9.29% | 30.45%-21.2pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,771 | $2,512-29.5% | $3,373-47.5% | $3,740-52.6% |
| Admin fee / account holder | $5,963 | $4,536+31.5% | $5,959+0.1% | $5,306+12.4% |