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 | $26,189 | $65,041-59.7% | $90,951-71.2% | $79,858-67.2% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 8.42% | 30.45%-22.0pp | 134.60%-126.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $926 | $1,247-25.8% | $2,122-56.4% | $2,471-62.5% |
| Participant deferral / active EE | $2,035 | $2,512-19.0% | $3,373-39.7% | $3,740-45.6% |
| Admin fee / account holder | $18,757 | $4,536+313.5% | $5,959+214.8% | $5,306+253.5% |