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 | $41,129 | $95,266-56.8% | $82,389-50.1% | $142,382-71.1% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.5%-4.5pp | 80.1%-15.1pp |
| Annual return | 4.73% | 25.74%-21.0pp | 28.67%-23.9pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,853 | $2,991-38.1% | $2,517-26.4% | $4,299-56.9% |
| Participant deferral / active EE | $4,620 | $4,809-3.9% | $4,155+11.2% | $6,507-29.0% |
| Admin fee / account holder | $19,491 | $8,563+127.6% | $7,231+169.6% | $12,624+54.4% |