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 | $24,200 | $72,277-66.5% | $101,248-76.1% | $79,858-69.7% |
| Participation rate | 47.4% | 68.5%-21.1pp | 75.8%-28.4pp | 69.6%-22.3pp |
| Annual return | 3.30% | 22.30%-19.0pp | 46.47%-43.2pp | 31.71%-28.4pp |
| Employer contribution / active EE | $631 | $2,692-76.6% | $3,660-82.8% | $2,471-74.5% |
| Participant deferral / active EE | $1,719 | $3,282-47.6% | $4,370-60.7% | $3,740-54.0% |
| Admin fee / account holder | $16,716 | $4,400+279.9% | $5,945+181.2% | $5,306+215.0% |