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 | $40,911 | $65,561-37.6% | $91,541-55.3% | $74,304-44.9% |
| Participation rate | 17.7% | 56.6%-38.9pp | 69.8%-52.1pp | 60.3%-42.7pp |
| Annual return | 5.82% | 17.68%-11.9pp | 20.50%-14.7pp | 29.43%-23.6pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,317 | $2,918-54.9% | $4,008-67.1% | $3,767-65.0% |
| Admin fee / account holder | $8,711 | $3,333+161.4% | $6,956+25.2% | $2,969+193.4% |