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 | $28,113 | $45,035-37.6% | $62,995-55.4% | $70,131-59.9% |
| Participation rate | 42.9% | 69.5%-26.7pp | 74.8%-32.0pp | 69.5%-26.7pp |
| Annual return | 3.27% | 18.76%-15.5pp | 87.57%-84.3pp | 73.14%-69.9pp |
| Employer contribution / active EE | $3,602 | $2,051+75.6% | $2,759+30.6% | $2,342+53.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,794 | $2,834+422.0% | $3,600+311.0% | $4,645+218.5% |