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 | $9,918 | $51,576-80.8% | $129,207-92.3% | $80,856-87.7% |
| Participation rate | 36.2% | 57.0%-20.8pp | 69.6%-33.4pp | 67.6%-31.5pp |
| Annual return | 7.77% | 20.81%-13.0pp | 9417.33%-9409.6pp | 35.59%-27.8pp |
| Employer contribution / active EE | $641 | $1,584-59.5% | $4,153-84.6% | $2,755-76.7% |
| Participant deferral / active EE | $978 | $2,669-63.3% | $4,168-76.5% | $4,296-77.2% |
| Admin fee / account holder | $1,743 | $4,305-59.5% | $7,715-77.4% | $6,918-74.8% |