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 7-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 | $47,249 | $71,050-33.5% | $93,606-49.5% | $80,856-41.6% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.6%-30.6pp |
| Annual return | 8.60% | 11.26%-2.7pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,891 | $4,034-28.3% | $4,411-34.5% | $4,296-32.7% |
| Admin fee / account holder | $19,408 | $6,945+179.5% | $8,285+134.3% | $6,918+180.6% |