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 | $38,247 | $81,248-52.9% | $155,509-75.4% | $80,856-52.7% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 9.28% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $912 | $3,100-70.6% | $4,672-80.5% | $2,755-66.9% |
| Participant deferral / active EE | $1,613 | $3,452-53.3% | $5,626-71.3% | $4,296-62.4% |
| Admin fee / account holder | $677 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |