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 | $17,802 | $48,230-63.1% | $67,502-73.6% | $80,856-78.0% |
| Participation rate | 63.3% | 66.4%-3.1pp | 72.9%-9.6pp | 67.6%-4.4pp |
| Annual return | 10.42% | 18.28%-7.9pp | 3512.12%-3501.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $514 | $2,020-74.5% | $2,731-81.2% | $2,755-81.3% |
| Participant deferral / active EE | $2,241 | $2,924-23.4% | $4,000-44.0% | $4,296-47.8% |
| Admin fee / account holder | $4,617 | $3,681+25.4% | $3,998+15.5% | $6,918-33.3% |