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 8-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 | $23,296 | $70,428-66.9% | $96,562-75.9% | $85,850-72.9% |
| Participation rate | 42.9% | 61.8%-18.9pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 8.99% | 18.59%-9.6pp | 37.78%-28.8pp | 318.53%-309.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,797 | $2,894-3.4% | $3,849-27.3% | $3,952-29.2% |
| Admin fee / account holder | $1,076 | $4,997-78.5% | $6,181-82.6% | $6,260-82.8% |