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 | $85,789 | $74,927+14.5% | $101,794-15.7% | $84,808+1.2% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.2%-23.0pp | 68.3%-22.2pp |
| Annual return | 10.22% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,864 | $3,099-39.8% | $4,084-54.4% | $4,212-55.7% |
| Admin fee / account holder | $3,341 | $6,514-48.7% | $8,777-61.9% | $7,344-54.5% |