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 | $39,211 | $32,037+22.4% | $69,182-43.3% | $62,891-37.7% |
| Participation rate | 49.3% | 43.4%+5.9pp | 55.1%-5.8pp | 69.3%-20.0pp |
| Annual return | 3.07% | 15.16%-12.1pp | -21.93%+25.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $447 | $679-34.2% | $1,206-63.0% | $2,281-80.4% |
| Participant deferral / active EE | $1,564 | $1,185+32.0% | $1,897-17.5% | $3,203-51.2% |
| Admin fee / account holder | $2,806 | $2,608+7.6% | $2,697+4.0% | $4,296-34.7% |