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 3-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 | $5,902 | $74,888-92.1% | $71,209-91.7% | $142,382-95.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 2.64% | 345.14%-342.5pp | 282.51%-279.9pp | 217.08%-214.4pp |
| Employer contribution / active EE | $778 | $2,854-72.7% | $2,721-71.4% | $4,299-81.9% |
| Participant deferral / active EE | $1,308 | $4,454-70.6% | $4,175-68.7% | $6,507-79.9% |
| Admin fee / account holder | $1,653 | $5,568-70.3% | $5,349-69.1% | $12,624-86.9% |