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 | $37,990 | $62,573-39.3% | $85,682-55.7% | $85,850-55.7% |
| Participation rate | 45.5% | 61.1%-15.7pp | 69.9%-24.4pp | 69.3%-23.9pp |
| Annual return | 10.88% | 23.77%-12.9pp | 21.49%-10.6pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,032 | $1,757-41.2% | $2,618-60.6% | $2,565-59.8% |
| Participant deferral / active EE | $2,092 | $2,802-25.4% | $3,923-46.7% | $3,952-47.1% |
| Admin fee / account holder | $36,601 | $4,640+688.8% | $6,873+432.5% | $6,260+484.7% |