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 | $31,840 | $77,634-59.0% | $156,549-79.7% | $62,891-49.4% |
| Participation rate | 46.4% | 71.2%-24.8pp | 84.0%-37.6pp | 69.3%-22.9pp |
| Annual return | -0.75% | 50.32%-51.1pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $657 | $3,444-80.9% | $5,501-88.1% | $2,281-71.2% |
| Participant deferral / active EE | $1,314 | $3,045-56.9% | $4,871-73.0% | $3,203-59.0% |
| Admin fee / account holder | $5,723 | $5,561+2.9% | $13,027-56.1% | $4,296+33.2% |