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 9-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 | $20,059 | $47,848-58.1% | $81,478-75.4% | $70,131-71.4% |
| Participation rate | 48.5% | 58.3%-9.8pp | 68.0%-19.5pp | 69.5%-21.1pp |
| Annual return | 12.06% | 27.25%-15.2pp | 38.78%-26.7pp | 73.14%-61.1pp |
| Employer contribution / active EE | $419 | $1,527-72.6% | $2,568-83.7% | $2,342-82.1% |
| Participant deferral / active EE | $864 | $2,453-64.8% | $3,537-75.6% | $3,332-74.1% |
| Admin fee / account holder | $6,708 | $3,145+113.3% | $4,561+47.1% | $4,645+44.4% |