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 | $16,978 | $81,248-79.1% | $155,509-89.1% | $80,856-79.0% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 9.98% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,387 | $3,100-55.3% | $4,672-70.3% | $2,755-49.6% |
| Participant deferral / active EE | $2,247 | $3,452-34.9% | $5,626-60.1% | $4,296-47.7% |
| Admin fee / account holder | $1,162 | $7,997-85.5% | $15,912-92.7% | $6,918-83.2% |