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 | $184,906 | $81,460+127.0% | $103,333+78.9% | $80,856+128.7% |
| Participation rate | 44.4% | 66.8%-22.4pp | 74.5%-30.1pp | 67.6%-23.2pp |
| Annual return | 9.46% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,647 | $3,869+46.0% | $5,057+11.6% | $4,296+31.4% |
| Admin fee / account holder | $1,003 | $6,566-84.7% | $8,355-88.0% | $6,918-85.5% |