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 3-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 | $31,319 | $67,894-53.9% | $89,340-64.9% | $82,448-62.0% |
| Participation rate | 34.2% | 64.0%-29.9pp | 69.6%-35.4pp | 68.1%-33.9pp |
| Annual return | 9.66% | 19.21%-9.5pp | 20.57%-10.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,152 | $1,828-37.0% | $2,231-48.4% | $2,551-54.8% |
| Participant deferral / active EE | $1,337 | $3,072-56.5% | $3,823-65.0% | $4,139-67.7% |
| Admin fee / account holder | $19,338 | $5,723+237.9% | $6,704+188.5% | $7,234+167.3% |