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 | $14,684 | $106,515-86.2% | $96,683-84.8% | $139,434-89.5% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.3%-37.5pp | 80.3%-43.5pp |
| Annual return | 4.61% | 38.43%-33.8pp | 35.69%-31.1pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,095 | $4,103-73.3% | $3,737-70.7% | $4,751-77.0% |
| Participant deferral / active EE | $2,401 | $5,454-56.0% | $4,878-50.8% | $6,710-64.2% |
| Admin fee / account holder | $1,437 | $7,877-81.8% | $6,730-78.6% | $11,403-87.4% |