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 | $37,158 | $83,902-55.7% | $167,512-77.8% | $84,808-56.2% |
| Participation rate | 41.5% | 66.5%-25.0pp | 77.1%-35.6pp | 68.3%-26.8pp |
| Annual return | 9.91% | 91.55%-81.6pp | 1615.79%-1605.9pp | 40.90%-31.0pp |
| Employer contribution / active EE | $664 | $2,264-70.7% | $3,882-82.9% | $2,631-74.8% |
| Participant deferral / active EE | $3,796 | $4,442-14.6% | $6,405-40.7% | $4,212-9.9% |
| Admin fee / account holder | $30,978 | $7,915+291.4% | $9,769+217.1% | $7,344+321.8% |