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 3-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 | $32,973 | $91,407-63.9% | $135,903-75.7% | $71,457-53.9% |
| Participation rate | 46.5% | 75.7%-29.1pp | 81.9%-35.4pp | 67.9%-21.4pp |
| Annual return | 15.86% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,795 | $3,703-51.5% | $4,856-63.0% | $2,588-30.6% |
| Participant deferral / active EE | $5,175 | $7,092-27.0% | $7,758-33.3% | $4,289+20.7% |
| Admin fee / account holder | $15,004 | $1,266+1085.4% | $10,762+39.4% | $1,587+845.3% |