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 | $31,405 | $73,360-57.2% | $177,989-82.4% | $74,495-57.8% |
| Participation rate | 28.2% | 66.6%-38.5pp | 77.1%-48.9pp | 67.2%-39.0pp |
| Annual return | 10.77% | 17.49%-6.7pp | 294.48%-283.7pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $947 | $2,216-57.3% | $3,949-76.0% | $2,623-63.9% |
| Participant deferral / active EE | $1,966 | $4,513-56.4% | $6,276-68.7% | $4,346-54.8% |
| Admin fee / account holder | $10,657 | $1,808+489.5% | $10,363+2.8% | $1,942+448.8% |