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 | $41,240 | $104,974-60.7% | $95,585-56.9% | $142,382-71.0% |
| Participation rate | 41.7% | 75.0%-33.3pp | 72.1%-30.4pp | 80.1%-38.5pp |
| Annual return | 7.90% | 210.33%-202.4pp | 38.56%-30.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,200 | $2,779-56.8% | $2,527-52.5% | $4,299-72.1% |
| Participant deferral / active EE | $768 | $4,352-82.3% | $4,023-80.9% | $6,507-88.2% |
| Admin fee / account holder | $19,025 | $6,386+197.9% | $6,127+210.5% | $12,624+50.7% |