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 | $25,248 | $81,233-68.9% | $155,567-83.8% | $80,874-68.8% |
| Participation rate | 25.6% | 66.2%-40.6pp | 78.2%-52.6pp | 67.6%-42.0pp |
| Annual return | 7.20% | 33.33%-26.1pp | 64.74%-57.5pp | 35.62%-28.4pp |
| Employer contribution / active EE | $525 | $3,101-83.1% | $4,674-88.8% | $2,756-81.0% |
| Participant deferral / active EE | $903 | $3,452-73.9% | $5,628-84.0% | $4,297-79.0% |
| Admin fee / account holder | $21,613 | $7,998+170.2% | $15,916+35.8% | $6,935+211.6% |