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 7-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 | $20,143 | $105,126-80.8% | $94,646-78.7% | $139,434-85.6% |
| Participation rate | 21.4% | 82.4%-60.9pp | 80.8%-59.4pp | 80.3%-58.9pp |
| Annual return | 0.67% | 38.03%-37.4pp | 156.71%-156.0pp | 372.94%-372.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,255 | $7,599-30.9% | $7,418-29.2% | $6,710-21.7% |
| Admin fee / account holder | $4,154 | $8,984-53.8% | $7,231-42.5% | $11,403-63.6% |