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 4-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 | $18,724 | $48,750-61.6% | $88,946-78.9% | $74,304-74.8% |
| Participation rate | 13.6% | 44.5%-30.9pp | 68.8%-55.3pp | 60.3%-46.8pp |
| Annual return | 13.54% | 25.91%-12.4pp | 57.82%-44.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $233 | $1,255-81.5% | $2,555-90.9% | $2,241-89.6% |
| Participant deferral / active EE | $734 | $2,423-69.7% | $4,581-84.0% | $3,767-80.5% |
| Admin fee / account holder | $3,522 | $3,756-6.2% | $8,261-57.4% | $2,969+18.6% |