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 | $12,597 | $35,183-64.2% | $73,545-82.9% | $70,131-82.0% |
| Participation rate | 12.5% | 42.9%-30.4pp | 54.9%-42.4pp | 69.5%-57.0pp |
| Annual return | 8.76% | 26.90%-18.1pp | -15.16%+23.9pp | 73.14%-64.4pp |
| Employer contribution / active EE | $207 | $709-70.8% | $1,219-83.0% | $2,342-91.2% |
| Participant deferral / active EE | $415 | $1,220-66.0% | $1,806-77.0% | $3,332-87.6% |
| Admin fee / account holder | $4,578 | $2,302+98.9% | $2,320+97.3% | $4,645-1.5% |