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 6-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 | $41,859 | $65,365-36.0% | $92,893-54.9% | $72,985-42.6% |
| Participation rate | 67.6% | 68.3%-0.7pp | 76.0%-8.4pp | 69.5%-1.8pp |
| Annual return | 12.92% | 42.10%-29.2pp | 109.41%-96.5pp | 81.00%-68.1pp |
| Employer contribution / active EE | $838 | $2,594-67.7% | $3,653-77.1% | $2,440-65.7% |
| Participant deferral / active EE | $3,350 | $3,128+7.1% | $4,236-20.9% | $3,607-7.1% |
| Admin fee / account holder | $14,186 | $4,251+233.7% | $5,794+144.8% | $5,124+176.8% |