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 | $65,569 | $80,968-19.0% | $96,544-32.1% | $75,163-12.8% |
| Participation rate | 61.7% | 71.8%-10.1pp | 76.0%-14.3pp | 67.2%-5.5pp |
| Annual return | 11.57% | 27.06%-15.5pp | 25.84%-14.3pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,314 | $2,282-42.4% | $2,965-55.7% | $2,670-50.8% |
| Participant deferral / active EE | $2,985 | $3,928-24.0% | $4,851-38.5% | $4,125-27.6% |
| Admin fee / account holder | $5,566 | $6,724-17.2% | $8,252-32.5% | $5,651-1.5% |