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 | $55,005 | $70,669-22.2% | $169,368-67.5% | $75,163-26.8% |
| Participation rate | 63.0% | 64.8%-1.7pp | 77.1%-14.1pp | 67.2%-4.1pp |
| Annual return | 13.36% | 36.36%-23.0pp | 405.60%-392.2pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,478 | $2,211-33.1% | $4,013-63.2% | $2,670-44.6% |
| Participant deferral / active EE | $3,810 | $4,311-11.6% | $6,221-38.8% | $4,125-7.7% |
| Admin fee / account holder | $6,789 | $5,402+25.7% | $9,003-24.6% | $5,651+20.1% |