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 | $65,241 | $109,982-40.7% | $97,226-32.9% | $145,922-55.3% |
| Participation rate | 28.6% | 75.9%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 7.03% | 242.90%-235.9pp | 75.13%-68.1pp | 561.29%-554.3pp |
| Employer contribution / active EE | $14,902 | $3,084+383.2% | $2,729+446.1% | $4,660+219.8% |
| Participant deferral / active EE | $4,013 | $4,676-14.2% | $4,264-5.9% | $6,688-40.0% |
| Admin fee / account holder | $2,530 | $6,221-59.3% | $5,654-55.2% | $13,397-81.1% |