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 | $33,092 | $53,777-38.5% | $134,143-75.3% | $79,858-58.6% |
| Participation rate | 11.1% | 58.8%-47.7pp | 72.2%-61.1pp | 69.6%-58.5pp |
| Annual return | 5.08% | 19.01%-13.9pp | 36.33%-31.2pp | 31.71%-26.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,074 | $2,420-55.6% | $3,499-69.3% | $3,740-71.3% |
| Admin fee / account holder | $18,254 | $3,984+358.2% | $6,684+173.1% | $5,306+244.0% |