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 | $88,094 | $124,425-29.2% | $112,040-21.4% | $137,256-35.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 7.46% | 24.72%-17.3pp | 24.52%-17.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $913 | $3,411-73.2% | $2,954-69.1% | $4,156-78.0% |
| Participant deferral / active EE | $4,320 | $5,718-24.5% | $5,098-15.3% | $6,407-32.6% |
| Admin fee / account holder | $93,852 | $15,207+517.2% | $12,098+675.8% | $12,270+664.9% |