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 | $60,754 | $74,927-18.9% | $101,794-40.3% | $84,808-28.4% |
| Participation rate | 43.8% | 61.4%-17.7pp | 69.2%-25.4pp | 68.3%-24.6pp |
| Annual return | 12.49% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,068 | $1,522-29.8% | $2,289-53.3% | $2,631-59.4% |
| Participant deferral / active EE | $2,692 | $3,099-13.2% | $4,084-34.1% | $4,212-36.1% |
| Admin fee / account holder | $36,361 | $6,514+458.2% | $8,777+314.3% | $7,344+395.1% |