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 | $29,969 | $53,822-44.3% | $75,696-60.4% | $85,850-65.1% |
| Participation rate | 45.6% | 69.1%-23.5pp | 74.8%-29.2pp | 69.3%-23.7pp |
| Annual return | 10.33% | 24.54%-14.2pp | 104.53%-94.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,010 | $2,017-49.9% | $2,743-63.2% | $2,565-60.6% |
| Participant deferral / active EE | $2,484 | $2,895-14.2% | $3,821-35.0% | $3,952-37.1% |
| Admin fee / account holder | $9,862 | $3,343+195.0% | $3,619+172.5% | $6,260+57.5% |