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 | $39,077 | $51,576-24.2% | $129,207-69.8% | $80,856-51.7% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 7.92% | 20.81%-12.9pp | 9417.33%-9409.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $954 | $1,584-39.7% | $4,153-77.0% | $2,755-65.4% |
| Participant deferral / active EE | $1,381 | $2,669-48.3% | $4,168-66.9% | $4,296-67.9% |
| Admin fee / account holder | $32,385 | $4,305+652.3% | $7,715+319.8% | $6,918+368.1% |