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 | $46,715 | $30,400+53.7% | $53,898-13.3% | $84,808-44.9% |
| Participation rate | 31.4% | 46.4%-15.1pp | 55.0%-23.6pp | 68.3%-36.9pp |
| Annual return | 13.96% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $813 | $603+34.9% | $932-12.7% | $2,631-69.1% |
| Participant deferral / active EE | $1,876 | $1,199+56.5% | $1,826+2.7% | $4,212-55.4% |
| Admin fee / account holder | $2,033 | $1,993+2.0% | $2,491-18.4% | $7,344-72.3% |