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 | $7,392 | $99,877-92.6% | $84,966-91.3% | $145,922-94.9% |
| Participation rate | 29.4% | 74.1%-44.7pp | 67.5%-38.1pp | 80.3%-50.9pp |
| Annual return | 6.23% | 83.76%-77.5pp | 66.38%-60.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $838 | $3,231-74.1% | $2,727-69.3% | $4,660-82.0% |
| Participant deferral / active EE | $1,339 | $5,291-74.7% | $4,519-70.4% | $6,688-80.0% |
| Admin fee / account holder | $4,777 | $7,248-34.1% | $6,149-22.3% | $13,397-64.3% |