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 | $45,354 | $91,037-50.2% | $71,671-36.7% | $147,584-69.3% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 4.98% | 20.48%-15.5pp | 20.65%-15.7pp | 578.55%-573.6pp |
| Employer contribution / active EE | $575 | $3,327-82.7% | $2,460-76.6% | $4,876-88.2% |
| Participant deferral / active EE | $1,614 | $4,498-64.1% | $3,438-53.1% | $5,439-70.3% |
| Admin fee / account holder | $77,405 | $8,613+798.7% | $5,558+1292.6% | $10,885+611.1% |