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 6-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 | $16,575 | $80,717-79.5% | $154,803-89.3% | $84,808-80.5% |
| Participation rate | 17.6% | 66.8%-49.2pp | 78.1%-60.4pp | 68.3%-50.7pp |
| Annual return | 12.81% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,029 | $2,761-62.7% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $909 | $3,303-72.5% | $5,540-83.6% | $4,212-78.4% |
| Admin fee / account holder | $23,942 | $6,746+254.9% | $14,329+67.1% | $7,344+226.0% |