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 6-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 | $44,501 | $68,547-35.1% | $120,354-63.0% | $80,856-45.0% |
| Participation rate | 52.6% | 61.6%-9.0pp | 71.9%-19.3pp | 67.6%-15.0pp |
| Annual return | 9.88% | 23.60%-13.7pp | 107.15%-97.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $620 | $2,051-69.8% | $3,463-82.1% | $2,755-77.5% |
| Participant deferral / active EE | $2,201 | $3,173-30.7% | $4,991-55.9% | $4,296-48.8% |
| Admin fee / account holder | $19,610 | $5,732+242.1% | $9,423+108.1% | $6,918+183.5% |