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 | $8,700 | $102,245-91.5% | $89,340-90.3% | $137,256-93.7% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 7.86% | 21.89%-14.0pp | 20.57%-12.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,943 | $2,529-23.2% | $2,231-12.9% | $4,156-53.2% |
| Participant deferral / active EE | $5,106 | $4,436+15.1% | $3,823+33.6% | $6,407-20.3% |
| Admin fee / account holder | $15,105 | $8,085+86.8% | $6,704+125.3% | $12,270+23.1% |