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 5-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 | $28,905 | $74,927-61.4% | $101,794-71.6% | $84,808-65.9% |
| Participation rate | 17.8% | 61.4%-43.6pp | 69.2%-51.4pp | 68.3%-50.5pp |
| Annual return | 4.56% | 18.70%-14.1pp | 30.53%-26.0pp | 40.90%-36.3pp |
| Employer contribution / active EE | $402 | $1,522-73.6% | $2,289-82.4% | $2,631-84.7% |
| Participant deferral / active EE | $2,105 | $3,099-32.1% | $4,084-48.5% | $4,212-50.0% |
| Admin fee / account holder | $37,307 | $6,514+472.7% | $8,777+325.0% | $7,344+408.0% |