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 | $102,608 | $55,706+84.2% | $75,886+35.2% | $72,985+40.6% |
| Participation rate | 48.6% | 61.1%-12.5pp | 69.3%-20.6pp | 69.5%-20.8pp |
| Annual return | 14.57% | 27.59%-13.0pp | 30.76%-16.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,840 | $2,634-30.1% | $3,603-48.9% | $3,607-49.0% |
| Admin fee / account holder | $14,709 | $3,978+269.7% | $5,418+171.5% | $5,124+187.0% |