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 5-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 | $40,359 | $95,266-57.6% | $82,389-51.0% | $142,382-71.7% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.5%-31.1pp | 80.1%-41.7pp |
| Annual return | 8.33% | 25.74%-17.4pp | 28.67%-20.3pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,463 | $2,991-51.1% | $2,517-41.9% | $4,299-66.0% |
| Participant deferral / active EE | $3,636 | $4,809-24.4% | $4,155-12.5% | $6,507-44.1% |
| Admin fee / account holder | $613 | $8,563-92.8% | $7,231-91.5% | $12,624-95.1% |