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 | $24,231 | $54,541-55.6% | $78,778-69.2% | $70,131-65.4% |
| Participation rate | 56.1% | 60.8%-4.7pp | 69.2%-13.1pp | 69.5%-13.5pp |
| Annual return | 12.00% | 21.07%-9.1pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $874 | $1,089-19.7% | $1,986-56.0% | $2,342-62.7% |
| Participant deferral / active EE | $1,414 | $2,210-36.0% | $2,958-52.2% | $3,332-57.5% |
| Admin fee / account holder | $815 | $3,709-78.0% | $5,134-84.1% | $4,645-82.5% |