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 | $23,299 | $35,183-33.8% | $73,545-68.3% | $70,131-66.8% |
| Participation rate | 52.0% | 42.9%+9.1pp | 54.9%-2.9pp | 69.5%-17.5pp |
| Annual return | 10.24% | 26.90%-16.7pp | -15.16%+25.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $383 | $1,220-68.6% | $1,806-78.8% | $3,332-88.5% |
| Admin fee / account holder | $3,826 | $2,302+66.2% | $2,320+65.0% | $4,645-17.6% |