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 | $49,931 | $48,795+2.3% | $65,493-23.8% | $84,808-41.1% |
| Participation rate | 35.3% | 67.0%-31.7pp | 73.1%-37.8pp | 68.3%-33.0pp |
| Annual return | 11.34% | 20.20%-8.9pp | 982.45%-971.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $539 | $1,930-72.1% | $2,574-79.1% | $2,631-79.5% |
| Participant deferral / active EE | $2,063 | $2,928-29.5% | $3,961-47.9% | $4,212-51.0% |
| Admin fee / account holder | $1,458 | $3,877-62.4% | $5,028-71.0% | $7,344-80.1% |