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 | $10,699 | $74,888-85.7% | $71,209-85.0% | $142,382-92.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 5.09% | 345.14%-340.1pp | 282.51%-277.4pp | 217.08%-212.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,779 | $4,454-15.2% | $4,175-9.5% | $6,507-41.9% |
| Admin fee / account holder | $7,832 | $5,568+40.7% | $5,349+46.4% | $12,624-38.0% |