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 | $46,364 | $54,573-15.0% | $90,951-49.0% | $73,488-36.9% |
| Participation rate | 29.6% | 61.2%-31.6pp | 69.0%-39.5pp | 70.7%-41.1pp |
| Annual return | 1.65% | 16.69%-15.0pp | 134.60%-132.9pp | 28.51%-26.9pp |
| Employer contribution / active EE | $736 | $991-25.8% | $2,122-65.3% | $2,270-67.6% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,381 | $521+1699.1% | $5,959+57.4% | $513+1728.5% |