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 | $206,549 | $65,365+216.0% | $92,893+122.4% | $72,985+183.0% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.9pp |
| Annual return | 2.57% | 42.10%-39.5pp | 109.41%-106.8pp | 81.00%-78.4pp |
| Employer contribution / active EE | $741 | $2,594-71.4% | $3,653-79.7% | $2,440-69.6% |
| Participant deferral / active EE | $1,911 | $3,128-38.9% | $4,236-54.9% | $3,607-47.0% |
| Admin fee / account holder | $1,019 | $4,251-76.0% | $5,794-82.4% | $5,124-80.1% |