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 | $69,452 | $71,050-2.2% | $93,606-25.8% | $80,856-14.1% |
| Participation rate | 28.9% | 60.4%-31.5pp | 68.7%-39.8pp | 67.6%-38.7pp |
| Annual return | 6.46% | 11.26%-4.8pp | 133.20%-126.7pp | 35.59%-29.1pp |
| Employer contribution / active EE | $422 | $1,564-73.0% | $2,420-82.5% | $2,755-84.7% |
| Participant deferral / active EE | $1,235 | $4,034-69.4% | $4,411-72.0% | $4,296-71.3% |
| Admin fee / account holder | $15,646 | $6,945+125.3% | $8,285+88.8% | $6,918+126.2% |