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 | $19,059 | $99,341-80.8% | $84,750-77.5% | $273,961-93.0% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 2.10% | 22.93%-20.8pp | 22.78%-20.7pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,126 | $4,214-73.3% | $3,574-68.5% | $4,869-76.9% |
| Participant deferral / active EE | $2,191 | $4,269-48.7% | $3,712-41.0% | $5,287-58.6% |
| Admin fee / account holder | $4,810 | $6,644-27.6% | $5,332-9.8% | $10,132-52.5% |