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 | $23,786 | $99,877-76.2% | $84,966-72.0% | $145,922-83.7% |
| Participation rate | 18.8% | 74.1%-55.3pp | 67.5%-48.8pp | 80.3%-61.5pp |
| Annual return | 2.69% | 83.76%-81.1pp | 66.38%-63.7pp | 561.29%-558.6pp |
| Employer contribution / active EE | $658 | $3,231-79.6% | $2,727-75.9% | $4,660-85.9% |
| Participant deferral / active EE | $2,018 | $5,291-61.8% | $4,519-55.3% | $6,688-69.8% |
| Admin fee / account holder | $24,532 | $7,248+238.5% | $6,149+299.0% | $13,397+83.1% |