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 | $20,595 | $111,814-81.6% | $93,654-78.0% | $145,959-85.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.52% | 203.30%-195.8pp | 133.34%-125.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,113 | $3,092-64.0% | $2,421-54.0% | $4,661-76.1% |
| Participant deferral / active EE | $1,489 | $4,914-69.7% | $4,413-66.3% | $6,689-77.7% |
| Admin fee / account holder | $2,443 | $10,246-76.2% | $8,282-70.5% | $13,398-81.8% |