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 | $39,158 | $53,127-26.3% | $86,590-54.8% | $70,131-44.2% |
| Participation rate | 36.0% | 65.3%-29.3pp | 73.5%-37.5pp | 69.5%-33.5pp |
| Annual return | 5.82% | 27.66%-21.8pp | 964.84%-959.0pp | 73.14%-67.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,223 | $2,696-54.6% | $3,609-66.1% | $3,332-63.3% |
| Admin fee / account holder | $6,218 | $3,585+73.4% | $4,906+26.8% | $4,645+33.9% |