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 | $37,642 | $87,013-56.7% | $106,213-64.6% | $80,856-53.4% |
| Participation rate | 38.3% | 70.4%-32.1pp | 75.3%-37.0pp | 67.6%-29.3pp |
| Annual return | 9.49% | 17.05%-7.6pp | 116.14%-106.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,651 | $2,395-31.1% | $3,171-47.9% | $2,755-40.1% |
| Participant deferral / active EE | $2,705 | $3,986-32.1% | $5,016-46.1% | $4,296-37.0% |
| Admin fee / account holder | $5,793 | $8,431-31.3% | $11,033-47.5% | $6,918-16.3% |