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 | $83,417 | $80,968+3.0% | $96,544-13.6% | $75,163+11.0% |
| Participation rate | 32.3% | 71.8%-39.5pp | 76.0%-43.7pp | 67.2%-34.9pp |
| Annual return | 11.34% | 27.06%-15.7pp | 25.84%-14.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,630 | $3,928-7.6% | $4,851-25.2% | $4,125-12.0% |
| Admin fee / account holder | $3,562 | $6,724-47.0% | $8,252-56.8% | $5,651-37.0% |