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 | $38,208 | $49,177-22.3% | $79,464-51.9% | $64,186-40.5% |
| Participation rate | 30.9% | 65.0%-34.1pp | 73.3%-42.4pp | 69.6%-38.7pp |
| Annual return | -8.50% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,321 | $2,821-53.2% | $3,704-64.3% | $3,470-61.9% |
| Admin fee / account holder | $712 | $3,839-81.5% | $5,113-86.1% | $4,888-85.4% |