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 10-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 | $31,493 | $37,426-15.9% | $77,482-59.4% | $79,858-60.6% |
| Participation rate | 38.9% | 41.5%-2.6pp | 54.2%-15.3pp | 69.6%-30.7pp |
| Annual return | 8.11% | 39.70%-31.6pp | 54.79%-46.7pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,008 | $637+58.3% | $986+2.2% | $2,471-59.2% |
| Participant deferral / active EE | $1,625 | $1,260+29.0% | $1,861-12.7% | $3,740-56.5% |
| Admin fee / account holder | $13,475 | $2,504+438.1% | $2,858+371.5% | $5,306+153.9% |