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 7-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 | $14,140 | $80,717-82.5% | $154,803-90.9% | $84,808-83.3% |
| Participation rate | 36.0% | 66.8%-30.8pp | 78.1%-42.1pp | 68.3%-32.3pp |
| Annual return | 10.21% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $918 | $2,761-66.8% | $4,305-78.7% | $2,631-65.1% |
| Participant deferral / active EE | $1,207 | $3,303-63.5% | $5,540-78.2% | $4,212-71.3% |
| Admin fee / account holder | $7,036 | $6,746+4.3% | $14,329-50.9% | $7,344-4.2% |