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 3-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 | $41,672 | $76,785-45.7% | $56,441-26.2% | $145,959-71.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 2.37% | 3000.51%-2998.1pp | 1704.21%-1701.8pp | 561.95%-559.6pp |
| Employer contribution / active EE | $558 | $1,381-59.6% | $1,039-46.3% | $4,661-88.0% |
| Participant deferral / active EE | $2,360 | $2,624-10.1% | $1,953+20.8% | $6,689-64.7% |
| Admin fee / account holder | $630 | $3,334-81.1% | $2,829-77.7% | $13,398-95.3% |