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 | $46,862 | $78,422-40.2% | $95,952-51.2% | $79,858-41.3% |
| Participation rate | 30.5% | 73.5%-43.0pp | 77.1%-46.6pp | 69.6%-39.1pp |
| Annual return | 9.12% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,197 | $3,440-36.1% | $4,167-47.3% | $3,740-41.3% |
| Admin fee / account holder | $26,052 | $5,622+363.4% | $6,795+283.4% | $5,306+391.0% |