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 | $31,824 | $57,016-44.2% | $84,966-62.5% | $80,856-60.6% |
| Participation rate | 32.3% | 56.3%-24.1pp | 67.5%-35.2pp | 67.6%-35.3pp |
| Annual return | 8.60% | 21.66%-13.1pp | 66.38%-57.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,255 | $1,798-30.2% | $2,727-54.0% | $2,755-54.5% |
| Participant deferral / active EE | $1,932 | $3,110-37.9% | $4,519-57.2% | $4,296-55.0% |
| Admin fee / account holder | $14,361 | $4,980+188.3% | $6,149+133.6% | $6,918+107.6% |