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 3-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 | $28,845 | $49,922-42.2% | $80,569-64.2% | $75,163-61.6% |
| Participation rate | 45.7% | 55.3%-9.7pp | 67.0%-21.3pp | 67.2%-21.5pp |
| Annual return | 13.31% | 34.69%-21.4pp | 935.43%-922.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,583 | $1,698-6.8% | $2,723-41.9% | $2,670-40.7% |
| Participant deferral / active EE | $2,872 | $2,990-3.9% | $4,447-35.4% | $4,125-30.4% |
| Admin fee / account holder | $10,589 | $3,577+196.0% | $5,377+96.9% | $5,651+87.4% |