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 | $33,391 | $56,114-40.5% | $96,139-65.3% | $85,850-61.1% |
| Participation rate | 29.0% | 56.7%-27.7pp | 68.4%-39.5pp | 69.3%-40.3pp |
| Annual return | 1.09% | 42.30%-41.2pp | 191.94%-190.9pp | 318.53%-317.4pp |
| Employer contribution / active EE | $686 | $1,620-57.7% | $2,797-75.5% | $2,565-73.3% |
| Participant deferral / active EE | $1,211 | $2,859-57.7% | $4,349-72.2% | $3,952-69.4% |
| Admin fee / account holder | $3,362 | $3,768-10.8% | $5,537-39.3% | $6,260-46.3% |