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 | $26,928 | $53,777-49.9% | $134,143-79.9% | $79,858-66.3% |
| Participation rate | 30.0% | 58.8%-28.8pp | 72.2%-42.2pp | 69.6%-39.6pp |
| Annual return | 8.59% | 19.01%-10.4pp | 36.33%-27.7pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,177 | $2,420-51.4% | $3,499-66.4% | $3,740-68.5% |
| Admin fee / account holder | $8,065 | $3,984+102.4% | $6,684+20.7% | $5,306+52.0% |