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 7-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 | $33,697 | $57,590-41.5% | $86,233-60.9% | $82,448-59.1% |
| Participation rate | 12.8% | 57.9%-45.0pp | 69.0%-56.2pp | 68.1%-55.2pp |
| Annual return | 8.42% | 22.41%-14.0pp | 61.39%-53.0pp | 41.64%-33.2pp |
| Employer contribution / active EE | $781 | $1,655-52.8% | $2,504-68.8% | $2,551-69.4% |
| Participant deferral / active EE | $1,855 | $3,080-39.8% | $4,559-59.3% | $4,139-55.2% |
| Admin fee / account holder | $156,591 | $4,730+3210.3% | $8,342+1777.1% | $7,234+2064.5% |