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 5-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 | $21,671 | $74,927-71.1% | $101,794-78.7% | $84,808-74.4% |
| Participation rate | 14.0% | 61.4%-47.4pp | 69.2%-55.1pp | 68.3%-54.3pp |
| Annual return | 11.79% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $371 | $1,522-75.6% | $2,289-83.8% | $2,631-85.9% |
| Participant deferral / active EE | $1,431 | $3,099-53.8% | $4,084-65.0% | $4,212-66.0% |
| Admin fee / account holder | $13,984 | $6,514+114.7% | $8,777+59.3% | $7,344+90.4% |