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 | $23,711 | $53,018-55.3% | $70,014-66.1% | $62,891-62.3% |
| Participation rate | 57.9% | 67.2%-9.3pp | 71.8%-13.9pp | 69.3%-11.4pp |
| Annual return | -1.94% | 13.35%-15.3pp | 12.99%-14.9pp | 20.14%-22.1pp |
| Employer contribution / active EE | $374 | $1,799-79.2% | $2,338-84.0% | $2,281-83.6% |
| Participant deferral / active EE | $1,269 | $2,395-47.0% | $2,931-56.7% | $3,203-60.4% |
| Admin fee / account holder | $3,306 | $3,690-10.4% | $4,380-24.5% | $4,296-23.0% |