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 | $67,597 | $114,381-40.9% | $107,525-37.1% | $142,382-52.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 9.54% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $6,010 | $4,015+49.7% | $3,754+60.1% | $4,299+39.8% |
| Participant deferral / active EE | $14,098 | $5,564+153.4% | $5,116+175.6% | $6,507+116.7% |
| Admin fee / account holder | $1,457 | $9,860-85.2% | $8,919-83.7% | $12,624-88.5% |