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 | $62,930 | $135,952-53.7% | $123,892-49.2% | $273,961-77.0% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 1.81% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,758 | $6,343-40.8% | $5,984-37.2% | $5,287-28.9% |
| Admin fee / account holder | $2,537 | $9,817-74.2% | $8,357-69.6% | $10,132-75.0% |