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 | $40,620 | $52,353-22.4% | $120,225-66.2% | $82,448-50.7% |
| Participation rate | 40.6% | 58.3%-17.7pp | 69.6%-29.0pp | 68.1%-27.4pp |
| Annual return | 12.96% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $392 | $1,510-74.0% | $3,475-88.7% | $2,551-84.6% |
| Participant deferral / active EE | $1,167 | $2,627-55.6% | $3,999-70.8% | $4,139-71.8% |
| Admin fee / account holder | $7,067 | $4,363+62.0% | $5,696+24.1% | $7,234-2.3% |