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 | $13,304 | $80,717-83.5% | $154,803-91.4% | $84,808-84.3% |
| Participation rate | 35.1% | 66.8%-31.7pp | 78.1%-42.9pp | 68.3%-33.2pp |
| Annual return | 8.22% | 37.96%-29.7pp | 58.88%-50.7pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,007 | $2,761-63.5% | $4,305-76.6% | $2,631-61.7% |
| Participant deferral / active EE | $2,847 | $3,303-13.8% | $5,540-48.6% | $4,212-32.4% |
| Admin fee / account holder | $7,047 | $6,746+4.5% | $14,329-50.8% | $7,344-4.0% |