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 | $26,197 | $72,071-63.7% | $68,368-61.7% | $137,256-80.9% |
| Participation rate | 56.5% | 76.2%-19.7pp | 73.8%-17.2pp | 80.0%-23.4pp |
| Annual return | 9.98% | 353.14%-343.2pp | 292.57%-282.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,770 | $2,788+35.2% | $2,649+42.3% | $4,156-9.3% |
| Participant deferral / active EE | $1,669 | $4,410-62.2% | $4,123-59.5% | $6,407-74.0% |
| Admin fee / account holder | $1,105 | $5,336-79.3% | $5,150-78.6% | $12,270-91.0% |