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 | $107,452-91.9% | $91,541-90.5% | $142,382-93.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 7.86% | 22.06%-14.2pp | 20.50%-12.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,943 | $2,994-35.1% | $2,505-22.4% | $4,299-54.8% |
| Participant deferral / active EE | $5,106 | $4,754+7.4% | $4,008+27.4% | $6,507-21.5% |
| Admin fee / account holder | $15,105 | $8,834+71.0% | $6,956+117.1% | $12,624+19.7% |