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 | $16,450 | $159,602-89.7% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | -1.01% | 70.24%-71.2pp | 62.55%-63.6pp | 217.08%-218.1pp |
| Employer contribution / active EE | $2,183 | $4,961-56.0% | $4,693-53.5% | $4,299-49.2% |
| Participant deferral / active EE | $2,729 | $8,310-67.2% | $7,997-65.9% | $6,507-58.1% |
| Admin fee / account holder | $12,394 | $14,846-16.5% | $13,435-7.7% | $12,624-1.8% |