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 | $35,311 | $101,724-65.3% | $164,813-78.6% | $80,856-56.3% |
| Participation rate | 42.6% | 71.8%-29.2pp | 78.6%-36.0pp | 67.6%-25.0pp |
| Annual return | 6.77% | 16.72%-9.9pp | 69.93%-63.2pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,501 | $2,953-49.2% | $4,341-65.4% | $2,755-45.5% |
| Participant deferral / active EE | $3,782 | $4,477-15.5% | $6,031-37.3% | $4,296-12.0% |
| Admin fee / account holder | $14,779 | $8,227+79.6% | $12,690+16.5% | $6,918+113.6% |