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 | $67,823-59.5% | $52,425-47.6% | $137,256-80.0% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 5.33% | 219.11%-213.8pp | 302.12%-296.8pp | 220.34%-215.0pp |
| Employer contribution / active EE | $965 | $1,163-17.1% | $914+5.5% | $4,156-76.8% |
| Participant deferral / active EE | $965 | $2,288-57.8% | $1,790-46.1% | $6,407-84.9% |
| Admin fee / account holder | $953 | $2,844-66.5% | $2,495-61.8% | $12,270-92.2% |