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 | $7,781 | $97,125-92.0% | $86,233-91.0% | $137,256-94.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 10.17% | 74.19%-64.0pp | 61.39%-51.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,996 | $2,841-29.8% | $2,504-20.3% | $4,156-52.0% |
| Participant deferral / active EE | $2,367 | $5,180-54.3% | $4,559-48.1% | $6,407-63.1% |
| Admin fee / account holder | $9,184 | $9,725-5.6% | $8,342+10.1% | $12,270-25.2% |