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 | $14,649 | $56,053-73.9% | $75,972-80.7% | $80,856-81.9% |
| Participation rate | 17.1% | 62.0%-44.9pp | 69.1%-51.9pp | 67.6%-50.5pp |
| Annual return | 4.98% | 20.53%-15.6pp | 359.55%-354.6pp | 35.59%-30.6pp |
| Employer contribution / active EE | $465 | $1,874-75.2% | $2,685-82.7% | $2,755-83.1% |
| Participant deferral / active EE | $1,305 | $3,052-57.2% | $4,255-69.3% | $4,296-69.6% |
| Admin fee / account holder | $1,621 | $5,234-69.0% | $6,467-74.9% | $6,918-76.6% |