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 | $63,786 | $94,338-32.4% | $100,534-36.6% | $142,382-55.2% |
| Participation rate | 56.3% | 81.7%-25.5pp | 80.6%-24.4pp | 80.1%-23.9pp |
| Annual return | 11.52% | 29.20%-17.7pp | 32.66%-21.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,286 | $4,237+1.1% | $4,346-1.4% | $4,299-0.3% |
| Participant deferral / active EE | $6,884 | $5,934+16.0% | $6,144+12.0% | $6,507+5.8% |
| Admin fee / account holder | $67,372 | $8,421+700.0% | $7,654+780.2% | $12,624+433.7% |