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 | $108,929 | $111,754-2.5% | $103,333+5.4% | $145,922-25.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 6.02% | 24.77%-18.7pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $12,728 | $4,212+202.1% | $3,868+229.1% | $4,660+173.1% |
| Participant deferral / active EE | $1,736 | $5,619-69.1% | $5,057-65.7% | $6,688-74.0% |
| Admin fee / account holder | $86,031 | $9,750+782.3% | $8,355+929.7% | $13,397+542.2% |