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 10-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 | $38,047 | $53,127-28.4% | $86,590-56.1% | $70,131-45.7% |
| Participation rate | 59.3% | 65.3%-6.0pp | 73.5%-14.3pp | 69.5%-10.3pp |
| Annual return | 8.57% | 27.66%-19.1pp | 964.84%-956.3pp | 73.14%-64.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,287 | $2,696-15.2% | $3,609-36.6% | $3,332-31.4% |
| Admin fee / account holder | $11,589 | $3,585+223.2% | $4,906+136.2% | $4,645+149.5% |