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 | $15,299 | $52,279-70.7% | $89,391-82.9% | $79,858-80.8% |
| Participation rate | 21.4% | 57.5%-36.1pp | 68.0%-46.5pp | 69.6%-48.2pp |
| Annual return | 9.26% | 22.16%-12.9pp | 245.62%-236.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $251 | $1,572-84.0% | $2,586-90.3% | $2,471-89.8% |
| Participant deferral / active EE | $919 | $2,740-66.5% | $3,890-76.4% | $3,740-75.4% |
| Admin fee / account holder | $1,293 | $3,356-61.5% | $4,881-73.5% | $5,306-75.6% |