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 4-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 | $63,009 | $99,877-36.9% | $84,966-25.8% | $145,922-56.8% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 4.25% | 83.76%-79.5pp | 66.38%-62.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $690 | $3,231-78.6% | $2,727-74.7% | $4,660-85.2% |
| Participant deferral / active EE | $941 | $5,291-82.2% | $4,519-79.2% | $6,688-85.9% |
| Admin fee / account holder | $11,840 | $7,248+63.4% | $6,149+92.6% | $13,397-11.6% |