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 | $39,628 | $133,922-70.4% | $116,228-65.9% | $142,382-72.2% |
| Participation rate | 56.5% | 77.9%-21.3pp | 74.6%-18.0pp | 80.1%-23.6pp |
| Annual return | 7.43% | 147.76%-140.3pp | 90.06%-82.6pp | 217.08%-209.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,473 | $5,672-56.4% | $4,953-50.1% | $6,507-62.0% |
| Admin fee / account holder | $4,270 | $14,945-71.4% | $11,989-64.4% | $12,624-66.2% |