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 3-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 | $7,400 | $74,888-90.1% | $71,209-89.6% | $142,382-94.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 5.69% | 345.14%-339.4pp | 282.51%-276.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $842 | $2,854-70.5% | $2,721-69.0% | $4,299-80.4% |
| Participant deferral / active EE | $1,946 | $4,454-56.3% | $4,175-53.4% | $6,507-70.1% |
| Admin fee / account holder | $4,266 | $5,568-23.4% | $5,349-20.3% | $12,624-66.2% |