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 | $54,970 | $89,753-38.8% | $107,525-48.9% | $84,808-35.2% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 12.88% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,519 | $3,113-51.2% | $3,754-59.5% | $2,631-42.3% |
| Participant deferral / active EE | $4,723 | $4,056+16.4% | $5,116-7.7% | $4,212+12.1% |
| Admin fee / account holder | $1,230 | $7,222-83.0% | $8,919-86.2% | $7,344-83.3% |