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 | $34,939 | $74,888-53.3% | $71,209-50.9% | $142,382-75.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 12.97% | 345.14%-332.2pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,308 | $2,854-54.2% | $2,721-51.9% | $4,299-69.6% |
| Participant deferral / active EE | $1,911 | $4,454-57.1% | $4,175-54.2% | $6,507-70.6% |
| Admin fee / account holder | $2,774 | $5,568-50.2% | $5,349-48.1% | $12,624-78.0% |