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 | $33,173 | $54,762-39.4% | $90,281-63.3% | $72,985-54.5% |
| Participation rate | 44.4% | 65.1%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 15.00% | 30.63%-15.6pp | 78.10%-63.1pp | 81.00%-66.0pp |
| Employer contribution / active EE | $1,074 | $2,092-48.7% | $2,854-62.4% | $2,440-56.0% |
| Participant deferral / active EE | $1,568 | $2,887-45.7% | $3,885-59.6% | $3,607-56.5% |
| Admin fee / account holder | $16,214 | $3,972+308.2% | $5,351+203.0% | $5,124+216.4% |