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 | $23,118 | $211,958-89.1% | $169,463-86.4% | $135,375-82.9% |
| Participation rate | 31.6% | 82.6%-51.1pp | 77.8%-46.2pp | 82.6%-51.1pp |
| Annual return | -14.42% | 3.26%-17.7pp | 1.83%-16.3pp | 519.73%-534.2pp |
| Employer contribution / active EE | $773 | $5,120-84.9% | $4,159-81.4% | $4,779-83.8% |
| Participant deferral / active EE | $4,702 | $6,075-22.6% | $5,277-10.9% | $5,609-16.2% |
| Admin fee / account holder | $1,427 | $11,471-87.6% | $9,109-84.3% | $10,827-86.8% |