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 | $60,460 | $183,519-67.1% | $155,509-61.1% | $145,922-58.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 3.52% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,600 | $5,313-51.1% | $4,672-44.4% | $4,660-44.2% |
| Participant deferral / active EE | $2,600 | $6,462-59.8% | $5,626-53.8% | $6,688-61.1% |
| Admin fee / account holder | $442 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |