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 | $19,516 | $169,032-88.5% | $129,207-84.9% | $145,922-86.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 4.65% | 14330.11%-14325.5pp | 9417.33%-9412.7pp | 561.29%-556.6pp |
| Employer contribution / active EE | $1,355 | $5,537-75.5% | $4,153-67.4% | $4,660-70.9% |
| Participant deferral / active EE | $2,290 | $4,987-54.1% | $4,168-45.1% | $6,688-65.8% |
| Admin fee / account holder | $2,177 | $9,954-78.1% | $7,715-71.8% | $13,397-83.7% |