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 | $53,357 | $53,777-0.8% | $134,143-60.2% | $79,858-33.2% |
| Participation rate | 54.7% | 58.8%-4.1pp | 72.2%-17.5pp | 69.6%-14.9pp |
| Annual return | 3.97% | 19.01%-15.0pp | 36.33%-32.4pp | 31.71%-27.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,650 | $2,420+50.8% | $3,499+4.3% | $3,740-2.4% |
| Admin fee / account holder | $21,973 | $3,984+451.5% | $6,684+228.7% | $5,306+314.1% |