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 | $30,031 | $31,310-4.1% | $53,898-44.3% | $74,304-59.6% |
| Participation rate | 24.5% | 30.7%-6.2pp | 55.0%-30.5pp | 60.3%-35.9pp |
| Annual return | 11.11% | 23.16%-12.1pp | 528.60%-517.5pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $810 | $934-13.3% | $1,826-55.6% | $3,767-78.5% |
| Admin fee / account holder | $2,370 | $2,175+8.9% | $2,491-4.9% | $2,969-20.2% |