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 | $37,933 | $100,923-62.4% | $150,045-74.7% | $74,304-48.9% |
| Participation rate | 44.2% | 70.1%-25.9pp | 82.3%-38.1pp | 60.3%-16.1pp |
| Annual return | 12.42% | 51.77%-39.3pp | 62.55%-50.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $883 | $3,463-74.5% | $4,693-81.2% | $2,241-60.6% |
| Participant deferral / active EE | $2,991 | $6,709-55.4% | $7,997-62.6% | $3,767-20.6% |
| Admin fee / account holder | $15,723 | $2,767+468.3% | $13,435+17.0% | $2,969+429.6% |