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 | $2,995 | $74,888-96.0% | $71,209-95.8% | $142,382-97.9% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 12.92% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $525 | $2,854-81.6% | $2,721-80.7% | $4,299-87.8% |
| Participant deferral / active EE | $770 | $4,454-82.7% | $4,175-81.6% | $6,507-88.2% |
| Admin fee / account holder | $2,279 | $5,568-59.1% | $5,349-57.4% | $12,624-81.9% |