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 | $43,120 | $102,317-57.9% | $146,958-70.7% | $80,856-46.7% |
| Participation rate | 42.3% | 75.8%-33.6pp | 82.2%-39.9pp | 67.6%-25.4pp |
| Annual return | 7.60% | 134.76%-127.2pp | 418.34%-410.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,509 | $3,713-59.4% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $3,894 | $6,644-41.4% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $8,117 | $7,941+2.2% | $12,998-37.6% | $6,918+17.3% |