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 | $19,027 | $77,314-75.4% | $177,989-89.3% | $80,856-76.5% |
| Participation rate | 6.3% | 65.7%-59.4pp | 77.1%-70.8pp | 67.6%-61.4pp |
| Annual return | 8.67% | 18.09%-9.4pp | 294.48%-285.8pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,610 | $2,292-29.8% | $3,949-59.2% | $2,755-41.6% |
| Participant deferral / active EE | $2,109 | $4,411-52.2% | $6,276-66.4% | $4,296-50.9% |
| Admin fee / account holder | $1,962 | $7,191-72.7% | $10,363-81.1% | $6,918-71.6% |