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 10-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 | $33,167 | $133,922-75.2% | $116,228-71.5% | $142,382-76.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 5.01% | 147.76%-142.8pp | 90.06%-85.1pp | 217.08%-212.1pp |
| Employer contribution / active EE | $1,083 | $3,446-68.6% | $2,994-63.8% | $4,299-74.8% |
| Participant deferral / active EE | $1,928 | $5,672-66.0% | $4,953-61.1% | $6,507-70.4% |
| Admin fee / account holder | $316,650 | $14,945+2018.8% | $11,989+2541.2% | $12,624+2408.4% |