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 | $52,328 | $64,890-19.4% | $134,172-61.0% | $67,986-23.0% |
| Participation rate | 27.9% | 48.5%-20.7pp | 72.5%-44.6pp | 57.2%-29.3pp |
| Annual return | 10.22% | 16.12%-5.9pp | 25.30%-15.1pp | 31.67%-21.4pp |
| Employer contribution / active EE | $670 | $1,360-50.7% | $3,420-80.4% | $2,019-66.8% |
| Participant deferral / active EE | $1,281 | $2,289-44.0% | $4,690-72.7% | $3,358-61.8% |
| Admin fee / account holder | $12,255 | $3,140+290.2% | $12,016+2.0% | $3,203+282.6% |