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 3-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 | $33,812 | $76,407-55.7% | $150,298-77.5% | $82,448-59.0% |
| Participation rate | 41.6% | 66.4%-24.8pp | 77.8%-36.2pp | 68.1%-26.5pp |
| Annual return | 12.30% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $822 | $2,614-68.6% | $4,154-80.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,062 | $3,214-66.9% | $5,453-80.5% | $4,139-74.3% |
| Admin fee / account holder | $4,190 | $6,352-34.0% | $14,116-70.3% | $7,234-42.1% |