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 | $27,202 | $80,717-66.3% | $154,803-82.4% | $84,808-67.9% |
| Participation rate | 48.0% | 66.8%-18.8pp | 78.1%-30.1pp | 68.3%-20.3pp |
| Annual return | 10.68% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,323 | $2,761-52.1% | $4,305-69.3% | $2,631-49.7% |
| Participant deferral / active EE | $2,458 | $3,303-25.6% | $5,540-55.6% | $4,212-41.6% |
| Admin fee / account holder | $2,328 | $6,746-65.5% | $14,329-83.8% | $7,344-68.3% |