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 | $100,773-92.3% | $88,946-91.3% | $142,382-94.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 10.17% | 70.18%-60.0pp | 57.82%-47.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,996 | $2,918-31.6% | $2,555-21.9% | $4,299-53.6% |
| Participant deferral / active EE | $2,367 | $5,230-54.8% | $4,581-48.3% | $6,507-63.6% |
| Admin fee / account holder | $9,184 | $9,693-5.3% | $8,261+11.2% | $12,624-27.2% |