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 | $58,295 | $81,208-28.2% | $98,907-41.1% | $79,858-27.0% |
| Participation rate | 62.1% | 72.5%-10.4pp | 76.0%-14.0pp | 69.6%-7.6pp |
| Annual return | 0.10% | 60.99%-60.9pp | 196.43%-196.3pp | 31.71%-31.6pp |
| Employer contribution / active EE | $1,294 | $1,960-34.0% | $2,689-51.9% | $2,471-47.6% |
| Participant deferral / active EE | $2,692 | $3,265-17.5% | $4,244-36.6% | $3,740-28.0% |
| Admin fee / account holder | $25,088 | $6,013+317.2% | $6,642+277.7% | $5,306+372.8% |