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 | $33,693 | $49,915-32.5% | $154,803-78.2% | $74,304-54.7% |
| Participation rate | 14.0% | 54.0%-40.0pp | 78.1%-64.1pp | 60.3%-46.3pp |
| Annual return | 12.14% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $496 | $1,611-69.2% | $4,305-88.5% | $2,241-77.9% |
| Participant deferral / active EE | $1,056 | $2,255-53.2% | $5,540-80.9% | $3,767-72.0% |
| Admin fee / account holder | $19,184 | $2,189+776.4% | $14,329+33.9% | $2,969+546.2% |