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 | $6,296 | $74,888-91.6% | $71,209-91.2% | $142,382-95.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 12.74% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,457 | $2,854-49.0% | $2,721-46.5% | $4,299-66.1% |
| Participant deferral / active EE | $1,605 | $4,454-64.0% | $4,175-61.6% | $6,507-75.3% |
| Admin fee / account holder | $5,026 | $5,568-9.7% | $5,349-6.0% | $12,624-60.2% |