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 | $45,726 | $64,839-29.5% | $95,585-52.2% | $84,808-46.1% |
| Participation rate | 62.3% | 63.8%-1.5pp | 72.1%-9.8pp | 68.3%-6.0pp |
| Annual return | 12.44% | -670.96%+683.4pp | 38.56%-26.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,405 | $2,965-52.6% | $4,023-65.1% | $4,212-66.6% |
| Admin fee / account holder | $6,212 | $5,964+4.2% | $6,127+1.4% | $7,344-15.4% |