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 | $13,132 | $52,279-74.9% | $89,391-85.3% | $79,858-83.6% |
| Participation rate | 52.5% | 57.5%-5.0pp | 68.0%-15.4pp | 69.6%-17.1pp |
| Annual return | 10.51% | 22.16%-11.6pp | 245.62%-235.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,262 | $1,572-19.7% | $2,586-51.2% | $2,471-48.9% |
| Participant deferral / active EE | $1,082 | $2,740-60.5% | $3,890-72.2% | $3,740-71.1% |
| Admin fee / account holder | $2,495 | $3,356-25.7% | $4,881-48.9% | $5,306-53.0% |