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 | $35,639 | $51,638-31.0% | $68,368-47.9% | $82,448-56.8% |
| Participation rate | 38.9% | 63.6%-24.7pp | 73.8%-34.9pp | 68.1%-29.2pp |
| Annual return | 12.94% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $272 | $2,047-86.7% | $2,649-89.7% | $2,551-89.4% |
| Participant deferral / active EE | $1,555 | $2,914-46.6% | $4,123-62.3% | $4,139-62.4% |
| Admin fee / account holder | $434 | $4,643-90.6% | $5,150-91.6% | $7,234-94.0% |