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 | $28,955 | $81,248-64.4% | $155,509-81.4% | $80,856-64.2% |
| Participation rate | 44.9% | 66.2%-21.3pp | 78.2%-33.3pp | 67.6%-22.7pp |
| Annual return | 10.11% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,652 | $3,100-46.7% | $4,672-64.7% | $2,755-40.0% |
| Participant deferral / active EE | $3,170 | $3,452-8.2% | $5,626-43.7% | $4,296-26.2% |
| Admin fee / account holder | $4,900 | $7,997-38.7% | $15,912-69.2% | $6,918-29.2% |