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 | $20,277 | $53,127-61.8% | $86,590-76.6% | $70,131-71.1% |
| Participation rate | 46.9% | 65.3%-18.4pp | 73.5%-26.6pp | 69.5%-22.6pp |
| Annual return | 9.06% | 27.66%-18.6pp | 964.84%-955.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $405 | $2,068-80.4% | $2,839-85.7% | $2,342-82.7% |
| Participant deferral / active EE | $914 | $2,696-66.1% | $3,609-74.7% | $3,332-72.6% |
| Admin fee / account holder | $1,905 | $3,585-46.9% | $4,906-61.2% | $4,645-59.0% |