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 8-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 | $63,183 | $81,248-22.2% | $155,509-59.4% | $80,856-21.9% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 8.49% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,954 | $3,452-14.4% | $5,626-47.5% | $4,296-31.2% |
| Admin fee / account holder | $12,184 | $7,997+52.4% | $15,912-23.4% | $6,918+76.1% |