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 8-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 | $22,968 | $49,227-53.3% | $70,449-67.4% | $79,858-71.2% |
| Participation rate | 36.2% | 69.2%-32.9pp | 75.1%-38.8pp | 69.6%-33.4pp |
| Annual return | 5.33% | 30.06%-24.7pp | 109.03%-103.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,110 | $2,768-59.9% | $3,709-70.1% | $3,740-70.3% |
| Admin fee / account holder | $6,921 | $2,878+140.5% | $3,845+80.0% | $5,306+30.4% |