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 5-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 | $19,825 | $60,892-67.4% | $82,389-75.9% | $84,808-76.6% |
| Participation rate | 61.1% | 63.3%-2.2pp | 69.5%-8.4pp | 68.3%-7.2pp |
| Annual return | 1.02% | 37.29%-36.3pp | 28.67%-27.7pp | 40.90%-39.9pp |
| Employer contribution / active EE | $1,334 | $1,779-25.0% | $2,517-47.0% | $2,631-49.3% |
| Participant deferral / active EE | $4,295 | $3,179+35.1% | $4,155+3.4% | $4,212+2.0% |
| Admin fee / account holder | $2,467 | $5,467-54.9% | $7,231-65.9% | $7,344-66.4% |