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 | $19,789 | $49,915-60.4% | $154,803-87.2% | $74,304-73.4% |
| Participation rate | 23.4% | 54.0%-30.5pp | 78.1%-54.7pp | 60.3%-36.9pp |
| Annual return | 8.00% | 34.06%-26.1pp | 58.88%-50.9pp | 29.43%-21.4pp |
| Employer contribution / active EE | $427 | $1,611-73.5% | $4,305-90.1% | $2,241-81.0% |
| Participant deferral / active EE | $612 | $2,255-72.9% | $5,540-89.0% | $3,767-83.8% |
| Admin fee / account holder | $16,318 | $2,189+645.5% | $14,329+13.9% | $2,969+449.6% |