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 | $29,866 | $77,419-61.4% | $69,455-57.0% | $152,861-80.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 3.72% | 39.06%-35.3pp | 28.97%-25.3pp | 345.32%-341.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,483 | $4,414-66.4% | $3,535-58.1% | $5,850-74.7% |
| Admin fee / account holder | $9,758 | $6,207+57.2% | $3,839+154.2% | $11,596-15.9% |