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 | $85,319 | $103,376-17.5% | $87,100-2.0% | $152,861-44.2% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.9%-32.4pp | 82.4%-38.0pp |
| Annual return | 1.59% | 28.10%-26.5pp | 28.19%-26.6pp | 345.32%-343.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,779 | $4,778-62.8% | $4,049-56.1% | $5,850-69.6% |
| Admin fee / account holder | $32,776 | $12,205+168.5% | $7,497+337.2% | $11,596+182.6% |