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 | $22,584 | $77,899-71.0% | $149,673-84.9% | $75,163-70.0% |
| Participation rate | 47.9% | 65.6%-17.7pp | 78.8%-30.8pp | 67.2%-19.3pp |
| Annual return | 12.06% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,758 | $3,137-44.0% | $4,818-63.5% | $2,670-34.1% |
| Participant deferral / active EE | $3,527 | $3,411+3.4% | $5,680-37.9% | $4,125-14.5% |
| Admin fee / account holder | $1,323 | $5,956-77.8% | $13,210-90.0% | $5,651-76.6% |