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 | $151,932 | $177,572-14.4% | $154,803-1.9% | $142,382+6.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 5.23% | 65.07%-59.8pp | 58.88%-53.7pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,000 | $4,810-58.4% | $4,305-53.5% | $4,299-53.5% |
| Participant deferral / active EE | $10,230 | $6,272+63.1% | $5,540+84.6% | $6,507+57.2% |
| Admin fee / account holder | $304 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |