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 | $6,054 | $74,888-91.9% | $71,209-91.5% | $142,382-95.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 10.48% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,640 | $2,854-42.6% | $2,721-39.7% | $4,299-61.9% |
| Participant deferral / active EE | $1,014 | $4,454-77.2% | $4,175-75.7% | $6,507-84.4% |
| Admin fee / account holder | $2,885 | $5,568-48.2% | $5,349-46.1% | $12,624-77.1% |