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 | $95,893 | $53,127+80.5% | $86,590+10.7% | $70,131+36.7% |
| Participation rate | 47.6% | 65.3%-17.7pp | 73.5%-25.9pp | 69.5%-21.9pp |
| Annual return | 8.53% | 27.66%-19.1pp | 964.84%-956.3pp | 73.14%-64.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,017 | $2,696-62.3% | $3,609-71.8% | $3,332-69.5% |
| Admin fee / account holder | $2,322 | $3,585-35.2% | $4,906-52.7% | $4,645-50.0% |