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 | $39,415 | $74,888-47.4% | $71,209-44.6% | $142,382-72.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 12.64% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,270 | $2,854+14.6% | $2,721+20.2% | $4,299-23.9% |
| Participant deferral / active EE | $8,248 | $4,454+85.2% | $4,175+97.5% | $6,507+26.7% |
| Admin fee / account holder | $24,563 | $5,568+341.1% | $5,349+359.2% | $12,624+94.6% |