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 | $25,721 | $52,279-50.8% | $89,391-71.2% | $79,858-67.8% |
| Participation rate | 30.8% | 57.5%-26.8pp | 68.0%-37.2pp | 69.6%-38.9pp |
| Annual return | 5.02% | 22.16%-17.1pp | 245.62%-240.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $996 | $2,740-63.6% | $3,890-74.4% | $3,740-73.4% |
| Admin fee / account holder | $10,826 | $3,356+222.5% | $4,881+121.8% | $5,306+104.0% |