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 | $44,010 | $49,227-10.6% | $70,449-37.5% | $79,858-44.9% |
| Participation rate | 49.4% | 69.2%-19.8pp | 75.1%-25.7pp | 69.6%-20.3pp |
| Annual return | 1.35% | 30.06%-28.7pp | 109.03%-107.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,319 | $2,768+19.9% | $3,709-10.5% | $3,740-11.3% |
| Admin fee / account holder | $5,396 | $2,878+87.5% | $3,845+40.3% | $5,306+1.7% |