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 | $40,566 | $52,279-22.4% | $89,391-54.6% | $79,858-49.2% |
| Participation rate | 38.2% | 57.5%-19.3pp | 68.0%-29.7pp | 69.6%-31.4pp |
| Annual return | 11.39% | 22.16%-10.8pp | 245.62%-234.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $892 | $1,572-43.3% | $2,586-65.5% | $2,471-63.9% |
| Participant deferral / active EE | $2,874 | $2,740+4.9% | $3,890-26.1% | $3,740-23.1% |
| Admin fee / account holder | $6,271 | $3,356+86.8% | $4,881+28.5% | $5,306+18.2% |