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 | $47,317 | $45,073+5.0% | $69,455-31.9% | $72,985-35.2% |
| Participation rate | 46.3% | 68.5%-22.2pp | 74.6%-28.3pp | 69.5%-23.1pp |
| Annual return | 5.01% | 22.65%-17.6pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,065 | $2,602+17.8% | $3,535-13.3% | $3,607-15.0% |
| Admin fee / account holder | $11,599 | $3,056+279.6% | $3,839+202.1% | $5,124+126.3% |