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 | $16,386 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 10.80% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,172 | $4,961-36.0% | $4,693-32.4% | $4,299-26.2% |
| Participant deferral / active EE | $5,724 | $8,310-31.1% | $7,997-28.4% | $6,507-12.0% |
| Admin fee / account holder | $9,664 | $14,846-34.9% | $13,435-28.1% | $12,624-23.4% |