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 4-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 | $68,265 | $109,413-37.6% | $156,263-56.3% | $84,808-19.5% |
| Participation rate | 28.1% | 72.7%-44.6pp | 78.9%-50.8pp | 68.3%-40.2pp |
| Annual return | 11.38% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $909 | $2,907-68.7% | $4,333-79.0% | $2,631-65.5% |
| Participant deferral / active EE | $2,466 | $4,590-46.3% | $6,158-60.0% | $4,212-41.4% |
| Admin fee / account holder | $1,111 | $9,357-88.1% | $14,255-92.2% | $7,344-84.9% |