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 | $29,073 | $140,940-79.4% | $112,229-74.1% | $139,434-79.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 0.81% | 32.71%-31.9pp | 30.20%-29.4pp | 372.94%-372.1pp |
| Employer contribution / active EE | $1,479 | $4,283-65.5% | $3,430-56.9% | $4,751-68.9% |
| Participant deferral / active EE | $1,615 | $5,874-72.5% | $4,798-66.3% | $6,710-75.9% |
| Admin fee / account holder | $12,778 | $9,954+28.4% | $7,748+64.9% | $11,403+12.1% |