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 8-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 | $43,774 | $92,985-52.9% | $153,485-71.5% | $80,856-45.9% |
| Participation rate | 42.0% | 69.0%-27.0pp | 77.1%-35.1pp | 67.6%-25.7pp |
| Annual return | 10.50% | 19.95%-9.4pp | 15.65%-5.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,412 | $3,507-59.8% | $5,039-72.0% | $2,755-48.8% |
| Participant deferral / active EE | $2,194 | $5,178-57.6% | $6,757-67.5% | $4,296-48.9% |
| Admin fee / account holder | $1,839 | $8,880-79.3% | $12,724-85.5% | $6,918-73.4% |