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 | $54,988 | $60,022-8.4% | $88,946-38.2% | $84,808-35.2% |
| Participation rate | 48.1% | 57.8%-9.7pp | 68.8%-20.7pp | 68.3%-20.2pp |
| Annual return | 9.97% | 22.43%-12.5pp | 57.82%-47.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,317 | $1,703+36.1% | $2,555-9.3% | $2,631-11.9% |
| Participant deferral / active EE | $4,108 | $3,114+31.9% | $4,581-10.3% | $4,212-2.5% |
| Admin fee / account holder | $2,705 | $4,811-43.8% | $8,261-67.3% | $7,344-63.2% |