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 7-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 | $17,741 | $27,839-36.3% | $58,482-69.7% | $71,457-75.2% |
| Participation rate | 14.5% | 34.5%-20.0pp | 50.9%-36.3pp | 67.9%-53.4pp |
| Annual return | 12.95% | 26.81%-13.9pp | 4239.32%-4226.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $627 | $631-0.6% | $1,053-40.5% | $2,588-75.8% |
| Participant deferral / active EE | $748 | $1,206-38.0% | $1,924-61.1% | $4,289-82.5% |
| Admin fee / account holder | $740 | $1,641-54.9% | $2,516-70.6% | $1,587-53.4% |