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 | $72,071-51.5% | $68,368-48.9% | $137,256-74.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 12.97% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,308 | $2,788-53.1% | $2,649-50.6% | $4,156-68.5% |
| Participant deferral / active EE | $1,911 | $4,410-56.7% | $4,123-53.6% | $6,407-70.2% |
| Admin fee / account holder | $2,774 | $5,336-48.0% | $5,150-46.1% | $12,270-77.4% |