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 | $15,776 | $177,572-91.1% | $154,803-89.8% | $142,382-88.9% |
| Participation rate | 11.1% | 82.1%-70.9pp | 78.1%-67.0pp | 80.1%-69.0pp |
| Annual return | 5.92% | 65.07%-59.2pp | 58.88%-53.0pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,286 | $4,810-73.3% | $4,305-70.1% | $4,299-70.1% |
| Participant deferral / active EE | $3,872 | $6,272-38.3% | $5,540-30.1% | $6,507-40.5% |
| Admin fee / account holder | $8,054 | $16,786-52.0% | $14,329-43.8% | $12,624-36.2% |