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 | $25,496 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 7.59% | 70.24%-62.6pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,882 | $4,961-62.1% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $9,644 | $8,310+16.1% | $7,997+20.6% | $6,507+48.2% |
| Admin fee / account holder | $9,700 | $14,846-34.7% | $13,435-27.8% | $12,624-23.2% |