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 3-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 | $45,888 | $95,266-51.8% | $82,389-44.3% | $142,382-67.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 4.05% | 25.74%-21.7pp | 28.67%-24.6pp | 217.08%-213.0pp |
| Employer contribution / active EE | $2,243 | $2,991-25.0% | $2,517-10.9% | $4,299-47.8% |
| Participant deferral / active EE | $15,947 | $4,809+231.6% | $4,155+283.8% | $6,507+145.1% |
| Admin fee / account holder | $77,616 | $8,563+806.4% | $7,231+973.4% | $12,624+514.8% |