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 | $25,849 | $49,915-48.2% | $154,803-83.3% | $74,304-65.2% |
| Participation rate | 14.0% | 54.0%-39.9pp | 78.1%-64.0pp | 60.3%-46.3pp |
| Annual return | 11.34% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $895 | $2,255-60.3% | $5,540-83.8% | $3,767-76.2% |
| Admin fee / account holder | $7,368 | $2,189+236.6% | $14,329-48.6% | $2,969+148.2% |