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 | $35,726 | $81,248-56.0% | $155,509-77.0% | $80,856-55.8% |
| Participation rate | 39.3% | 66.2%-26.9pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | -8.47% | 33.31%-41.8pp | 64.67%-73.1pp | 35.59%-44.1pp |
| Employer contribution / active EE | $519 | $3,100-83.3% | $4,672-88.9% | $2,755-81.2% |
| Participant deferral / active EE | $1,199 | $3,452-65.3% | $5,626-78.7% | $4,296-72.1% |
| Admin fee / account holder | $2,595 | $7,997-67.5% | $15,912-83.7% | $6,918-62.5% |