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 | $23,900 | $52,681-54.6% | $75,781-68.5% | $59,632-59.9% |
| Participation rate | 50.8% | 67.2%-16.4pp | 75.8%-25.0pp | 68.7%-17.9pp |
| Annual return | -4.00% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $1,003 | $2,193-54.3% | $3,323-69.8% | $2,203-54.5% |
| Participant deferral / active EE | $1,618 | $2,591-37.5% | $3,651-55.7% | $3,192-49.3% |
| Admin fee / account holder | $3,148 | $3,610-12.8% | $5,299-40.6% | $4,297-26.7% |