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 | $32,784 | $81,446-59.7% | $103,374-68.3% | $80,874-59.5% |
| Participation rate | 37.8% | 66.9%-29.1pp | 74.5%-36.7pp | 67.6%-29.9pp |
| Annual return | 9.67% | 25.57%-15.9pp | 24.89%-15.2pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,287 | $3,107-58.6% | $3,869-66.7% | $2,756-53.3% |
| Participant deferral / active EE | $2,828 | $3,870-26.9% | $5,058-44.1% | $4,297-34.2% |
| Admin fee / account holder | $15,839 | $6,715+135.9% | $8,394+88.7% | $6,935+128.4% |