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 8-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 | $68,225 | $98,750-30.9% | $149,696-54.4% | $79,858-14.6% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.6%-31.2pp |
| Annual return | 9.96% | 27.43%-17.5pp | 276.60%-266.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,523 | $5,680-55.6% | $6,842-63.1% | $3,740-32.5% |
| Admin fee / account holder | $698 | $6,053-88.5% | $9,309-92.5% | $5,306-86.8% |