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 | $27,474 | $70,606-61.1% | $53,898-49.0% | $142,382-80.7% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 5.33% | 619.81%-614.5pp | 528.60%-523.3pp | 217.08%-211.7pp |
| Employer contribution / active EE | $965 | $1,202-19.8% | $932+3.5% | $4,299-77.6% |
| Participant deferral / active EE | $965 | $2,364-59.2% | $1,826-47.2% | $6,507-85.2% |
| Admin fee / account holder | $953 | $2,852-66.6% | $2,491-61.7% | $12,624-92.5% |