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 | $102,382-57.9% | $147,005-70.7% | $80,874-46.7% |
| Participation rate | 42.3% | 75.8%-33.6pp | 82.2%-39.9pp | 67.6%-25.4pp |
| Annual return | 7.60% | 134.89%-127.3pp | 418.76%-411.2pp | 35.62%-28.0pp |
| Employer contribution / active EE | $1,509 | $3,715-59.4% | $4,934-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $3,894 | $6,646-41.4% | $8,070-51.7% | $4,297-9.4% |
| Admin fee / account holder | $8,117 | $7,942+2.2% | $13,006-37.6% | $6,935+17.0% |