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 | $23,691 | $96,557-75.5% | $80,975-70.7% | $273,961-91.4% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | -0.85% | 15.14%-16.0pp | 17.10%-18.0pp | 41.45%-42.3pp |
| Employer contribution / active EE | $858 | $4,868-82.4% | $3,714-76.9% | $4,869-82.4% |
| Participant deferral / active EE | $2,125 | $6,598-67.8% | $5,696-62.7% | $5,287-59.8% |
| Admin fee / account holder | $130,620 | $7,492+1643.4% | $5,516+2268.2% | $10,132+1189.2% |