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 | $19,619 | $59,839-67.2% | $81,983-76.1% | $79,858-75.4% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.2%-31.0pp | 69.6%-31.4pp |
| Annual return | 6.05% | 17.56%-11.5pp | 41.31%-35.3pp | 31.71%-25.7pp |
| Employer contribution / active EE | $577 | $1,713-66.3% | $2,498-76.9% | $2,471-76.7% |
| Participant deferral / active EE | $1,540 | $2,695-42.9% | $3,722-58.6% | $3,740-58.8% |
| Admin fee / account holder | $1,071 | $4,287-75.0% | $5,664-81.1% | $5,306-79.8% |