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 | $23,922 | $71,829-66.7% | $69,780-65.7% | $142,382-83.2% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.3%-39.3pp | 80.1%-40.1pp |
| Annual return | 13.85% | 31.01%-17.2pp | 26.31%-12.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,394 | $4,385-68.2% | $4,168-66.6% | $4,299-67.6% |
| Participant deferral / active EE | $1,791 | $6,819-73.7% | $6,164-71.0% | $6,507-72.5% |
| Admin fee / account holder | $8,094 | $7,818+3.5% | $7,285+11.1% | $12,624-35.9% |