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 | $26,306 | $51,045-48.5% | $70,515-62.7% | $71,457-63.2% |
| Participation rate | 40.6% | 59.4%-18.8pp | 68.3%-27.7pp | 67.9%-27.3pp |
| Annual return | 9.95% | 42.63%-32.7pp | 32.77%-22.8pp | 28.85%-18.9pp |
| Employer contribution / active EE | $687 | $1,790-61.6% | $2,973-76.9% | $2,588-73.5% |
| Participant deferral / active EE | $1,881 | $3,026-37.8% | $4,567-58.8% | $4,289-56.1% |
| Admin fee / account holder | $417 | $1,994-79.1% | $6,412-93.5% | $1,587-73.8% |