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 7-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 | $32,453 | $81,460-60.2% | $103,333-68.6% | $80,856-59.9% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 10.26% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,301 | $3,105-58.1% | $3,868-66.4% | $2,755-52.8% |
| Participant deferral / active EE | $3,592 | $3,869-7.2% | $5,057-29.0% | $4,296-16.4% |
| Admin fee / account holder | $18,868 | $6,566+187.3% | $8,355+125.8% | $6,918+172.7% |