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 | $40,122 | $71,057-43.5% | $93,654-57.2% | $80,874-50.4% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 9.74% | 11.26%-1.5pp | 133.34%-123.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $901 | $1,564-42.4% | $2,421-62.8% | $2,756-67.3% |
| Participant deferral / active EE | $2,690 | $4,034-33.3% | $4,413-39.1% | $4,297-37.4% |
| Admin fee / account holder | $35,780 | $6,944+415.3% | $8,282+332.0% | $6,935+415.9% |