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 6-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 | $28,603 | $80,717-64.6% | $154,803-81.5% | $84,808-66.3% |
| Participation rate | 60.6% | 66.8%-6.2pp | 78.1%-17.5pp | 68.3%-7.7pp |
| Annual return | 10.62% | 37.96%-27.3pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,591 | $2,761-42.4% | $4,305-63.0% | $2,631-39.5% |
| Participant deferral / active EE | $4,704 | $3,303+42.4% | $5,540-15.1% | $4,212+11.7% |
| Admin fee / account holder | $1,883 | $6,746-72.1% | $14,329-86.9% | $7,344-74.4% |