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 | $30,247 | $58,627-48.4% | $76,735-60.6% | $82,448-63.3% |
| Participation rate | 67.7% | 63.2%+4.5pp | 69.5%-1.8pp | 68.1%-0.3pp |
| Annual return | 12.05% | 39.10%-27.0pp | 29.77%-17.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,935 | $3,134+25.6% | $4,088-3.7% | $4,139-4.9% |
| Admin fee / account holder | $2,235 | $5,323-58.0% | $7,189-68.9% | $7,234-69.1% |