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 | $31,159 | $74,927-58.4% | $101,794-69.4% | $84,808-63.3% |
| Participation rate | 48.2% | 61.4%-13.2pp | 69.2%-20.9pp | 68.3%-20.1pp |
| Annual return | 10.01% | 18.70%-8.7pp | 30.53%-20.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,176 | $1,522-22.7% | $2,289-48.6% | $2,631-55.3% |
| Participant deferral / active EE | $2,338 | $3,099-24.6% | $4,084-42.8% | $4,212-44.5% |
| Admin fee / account holder | $27,931 | $6,514+328.8% | $8,777+218.2% | $7,344+280.3% |