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 7-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 | $26,638 | $38,967-31.6% | $86,233-69.1% | $79,634-66.5% |
| Participation rate | 5.3% | 34.1%-28.8pp | 69.0%-63.8pp | 62.5%-57.2pp |
| Annual return | 12.96% | 49.90%-36.9pp | 61.39%-48.4pp | 36.46%-23.5pp |
| Employer contribution / active EE | $112 | $868-87.1% | $2,504-95.5% | $2,529-95.6% |
| Participant deferral / active EE | $234 | $1,663-85.9% | $4,559-94.9% | $3,835-93.9% |
| Admin fee / account holder | $2,407 | $2,660-9.5% | $8,342-71.1% | $1,002+140.3% |