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 | $38,349 | $70,606-45.7% | $53,898-28.8% | $142,382-73.1% |
| Participation rate | 53.3% | 63.7%-10.4pp | 55.0%-1.6pp | 80.1%-26.8pp |
| Annual return | 7.30% | 619.81%-612.5pp | 528.60%-521.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $975 | $1,202-18.9% | $932+4.7% | $4,299-77.3% |
| Participant deferral / active EE | $2,210 | $2,364-6.5% | $1,826+21.0% | $6,507-66.0% |
| Admin fee / account holder | $33,644 | $2,852+1079.8% | $2,491+1250.7% | $12,624+166.5% |