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 | $62,900 | $64,839-3.0% | $95,585-34.2% | $84,808-25.8% |
| Participation rate | 24.2% | 63.8%-39.6pp | 72.1%-47.8pp | 68.3%-44.1pp |
| Annual return | 13.07% | -670.96%+684.0pp | 38.56%-25.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $936 | $1,759-46.8% | $2,527-63.0% | $2,631-64.4% |
| Participant deferral / active EE | $3,310 | $2,965+11.7% | $4,023-17.7% | $4,212-21.4% |
| Admin fee / account holder | $12,522 | $5,964+109.9% | $6,127+104.4% | $7,344+70.5% |