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 | $19,408 | $81,248-76.1% | $155,509-87.5% | $80,856-76.0% |
| Participation rate | 33.0% | 66.2%-33.3pp | 78.2%-45.2pp | 67.6%-34.7pp |
| Annual return | 3.00% | 33.31%-30.3pp | 64.67%-61.7pp | 35.59%-32.6pp |
| Employer contribution / active EE | $1,120 | $3,100-63.9% | $4,672-76.0% | $2,755-59.4% |
| Participant deferral / active EE | $2,138 | $3,452-38.1% | $5,626-62.0% | $4,296-50.2% |
| Admin fee / account holder | $1,345 | $7,997-83.2% | $15,912-91.5% | $6,918-80.6% |