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 | $90,390 | $58,828+53.7% | $77,999+15.9% | $62,891+43.7% |
| Participation rate | 61.5% | 71.1%-9.5pp | 75.5%-14.0pp | 69.3%-7.8pp |
| Annual return | 4.47% | 17.16%-12.7pp | 425.96%-421.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,890 | $2,686-29.6% | $3,497-45.9% | $3,203-41.0% |
| Admin fee / account holder | $29,360 | $4,393+568.3% | $5,480+435.7% | $4,296+583.5% |