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 8-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 | $27,069 | $89,753-69.8% | $107,525-74.8% | $84,808-68.1% |
| Participation rate | 38.1% | 68.1%-30.0pp | 75.1%-37.0pp | 68.3%-30.2pp |
| Annual return | 11.34% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,347 | $4,056-42.1% | $5,116-54.1% | $4,212-44.3% |
| Admin fee / account holder | $2,273 | $7,222-68.5% | $8,919-74.5% | $7,344-69.0% |