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 | $68,719-54.4% | $91,541-65.8% | $84,808-63.1% |
| Participation rate | 34.2% | 64.5%-30.3pp | 69.8%-35.6pp | 68.3%-34.1pp |
| Annual return | 9.66% | 19.12%-9.5pp | 20.50%-10.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,152 | $1,920-40.0% | $2,505-54.0% | $2,631-56.2% |
| Participant deferral / active EE | $1,337 | $3,136-57.4% | $4,008-66.6% | $4,212-68.3% |
| Admin fee / account holder | $19,338 | $5,786+234.2% | $6,956+178.0% | $7,344+163.3% |