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 | $32,372 | $48,046-32.6% | $84,611-61.7% | $72,985-55.6% |
| Participation rate | 45.5% | 57.6%-12.1pp | 68.2%-22.8pp | 69.5%-24.0pp |
| Annual return | 3.44% | 37.38%-33.9pp | 258.74%-255.3pp | 81.00%-77.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,255 | $2,680-53.2% | $3,899-67.8% | $3,607-65.2% |
| Admin fee / account holder | $1,935 | $3,395-43.0% | $4,912-60.6% | $5,124-62.2% |