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 6-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 | $43,563 | $51,576-15.5% | $129,207-66.3% | $80,856-46.1% |
| Participation rate | 24.0% | 57.0%-33.0pp | 69.6%-45.6pp | 67.6%-43.6pp |
| Annual return | 10.70% | 20.81%-10.1pp | 9417.33%-9406.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,767 | $1,584+74.7% | $4,153-33.4% | $2,755+0.5% |
| Participant deferral / active EE | $5,133 | $2,669+92.4% | $4,168+23.2% | $4,296+19.5% |
| Admin fee / account holder | $39,863 | $4,305+826.0% | $7,715+416.7% | $6,918+476.2% |