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 | $38,395 | $57,016-32.7% | $84,966-54.8% | $80,856-52.5% |
| Participation rate | 43.3% | 56.3%-13.0pp | 67.5%-24.2pp | 67.6%-24.3pp |
| Annual return | 9.45% | 21.66%-12.2pp | 66.38%-56.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,521 | $1,798-15.4% | $2,727-44.2% | $2,755-44.8% |
| Participant deferral / active EE | $2,897 | $3,110-6.8% | $4,519-35.9% | $4,296-32.6% |
| Admin fee / account holder | $3,622 | $4,980-27.3% | $6,149-41.1% | $6,918-47.6% |