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 | $11,396 | $99,877-88.6% | $84,966-86.6% | $145,922-92.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 7.84% | 83.76%-75.9pp | 66.38%-58.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $753 | $3,231-76.7% | $2,727-72.4% | $4,660-83.9% |
| Participant deferral / active EE | $1,213 | $5,291-77.1% | $4,519-73.2% | $6,688-81.9% |
| Admin fee / account holder | $10,618 | $7,248+46.5% | $6,149+72.7% | $13,397-20.7% |