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 | $35,980 | $39,534-9.0% | $46,225-22.2% | $62,891-42.8% |
| Participation rate | 35.5% | 74.6%-39.1pp | 79.5%-44.0pp | 69.3%-33.8pp |
| Annual return | -0.56% | 8.93%-9.5pp | 7.57%-8.1pp | 20.14%-20.7pp |
| Employer contribution / active EE | $808 | $2,646-69.5% | $3,424-76.4% | $2,281-64.6% |
| Participant deferral / active EE | $749 | $2,681-72.1% | $3,776-80.2% | $3,203-76.6% |
| Admin fee / account holder | $16,764 | $2,464+580.3% | $3,519+376.3% | $4,296+290.3% |