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 6-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 | $19,882 | $111,724-82.2% | $93,606-78.8% | $145,922-86.4% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 6.05% | 202.98%-196.9pp | 133.20%-127.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,091 | $3,090-64.7% | $2,420-54.9% | $4,660-76.6% |
| Participant deferral / active EE | $2,551 | $4,912-48.1% | $4,411-42.2% | $6,688-61.9% |
| Admin fee / account holder | $20,715 | $10,250+102.1% | $8,285+150.0% | $13,397+54.6% |