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 | $18,517 | $111,535-83.4% | $105,223-82.4% | $137,256-86.5% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 8.08% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,531 | $5,500-35.8% | $5,072-30.4% | $6,407-44.9% |
| Admin fee / account holder | $16,968 | $9,721+74.5% | $8,859+91.5% | $12,270+38.3% |