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 | $8,817 | $74,888-88.2% | $71,209-87.6% | $142,382-93.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 11.98% | 345.14%-333.2pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,909 | $2,854+1.9% | $2,721+6.9% | $4,299-32.3% |
| Participant deferral / active EE | $3,862 | $4,454-13.3% | $4,175-7.5% | $6,507-40.7% |
| Admin fee / account holder | $21,908 | $5,568+293.4% | $5,349+309.6% | $12,624+73.5% |