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 | $13,465 | $100,773-86.6% | $88,946-84.9% | $142,382-90.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 6.12% | 70.18%-64.1pp | 57.82%-51.7pp | 217.08%-211.0pp |
| Employer contribution / active EE | $3,139 | $2,918+7.6% | $2,555+22.9% | $4,299-27.0% |
| Participant deferral / active EE | $5,069 | $5,230-3.1% | $4,581+10.7% | $6,507-22.1% |
| Admin fee / account holder | $28,229 | $9,693+191.2% | $8,261+241.7% | $12,624+123.6% |