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 | $29,190 | $71,057-58.9% | $93,654-68.8% | $80,874-63.9% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.3pp | 67.6%-33.3pp |
| Annual return | 8.69% | 11.26%-2.6pp | 133.34%-124.7pp | 35.62%-26.9pp |
| Employer contribution / active EE | $5,314 | $1,564+239.8% | $2,421+119.5% | $2,756+92.9% |
| Participant deferral / active EE | $2,558 | $4,034-36.6% | $4,413-42.0% | $4,297-40.5% |
| Admin fee / account holder | $410 | $6,944-94.1% | $8,282-95.0% | $6,935-94.1% |