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 | $32,752 | $93,571-65.0% | $135,903-75.9% | $75,163-56.4% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 10.61% | 30.90%-20.3pp | 68.23%-57.6pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,977 | $3,537-44.1% | $4,856-59.3% | $2,670-26.0% |
| Participant deferral / active EE | $4,148 | $6,404-35.2% | $7,758-46.5% | $4,125+0.6% |
| Admin fee / account holder | $25,890 | $6,975+271.2% | $10,762+140.6% | $5,651+358.1% |