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 | $27,417 | $76,407-64.1% | $150,298-81.8% | $82,448-66.7% |
| Participation rate | 50.6% | 66.4%-15.7pp | 77.8%-27.1pp | 68.1%-17.4pp |
| Annual return | 10.65% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $922 | $2,614-64.7% | $4,154-77.8% | $2,551-63.9% |
| Participant deferral / active EE | $1,546 | $3,214-51.9% | $5,453-71.6% | $4,139-62.7% |
| Admin fee / account holder | $1,703 | $6,352-73.2% | $14,116-87.9% | $7,234-76.5% |