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 | $65,706 | $54,705+20.1% | $71,209-7.7% | $84,808-22.5% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.8%-73.8pp | 68.3%-68.3pp |
| Annual return | 5.39% | 35.90%-30.5pp | 282.51%-277.1pp | 40.90%-35.5pp |
| Employer contribution / active EE | $2,311 | $2,158+7.1% | $2,721-15.1% | $2,631-12.2% |
| Participant deferral / active EE | $4,264 | $3,030+40.7% | $4,175+2.1% | $4,212+1.2% |
| Admin fee / account holder | $3,512 | $4,863-27.8% | $5,349-34.3% | $7,344-52.2% |