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 | $82,568 | $63,703+29.6% | $93,063-11.3% | $82,448+0.1% |
| Participation rate | 54.8% | 63.8%-9.1pp | 72.1%-17.4pp | 68.1%-13.3pp |
| Annual return | 11.16% | -775.43%+786.6pp | 34.15%-23.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,620 | $2,919-44.5% | $3,958-59.1% | $4,139-60.9% |
| Admin fee / account holder | $1,477 | $5,982-75.3% | $6,033-75.5% | $7,234-79.6% |