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 | $12,140 | $80,717-85.0% | $154,803-92.2% | $84,808-85.7% |
| Participation rate | 59.5% | 66.8%-7.3pp | 78.1%-18.5pp | 68.3%-8.8pp |
| Annual return | 11.49% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $509 | $2,761-81.6% | $4,305-88.2% | $2,631-80.7% |
| Participant deferral / active EE | $1,640 | $3,303-50.4% | $5,540-70.4% | $4,212-61.1% |
| Admin fee / account holder | $1,680 | $6,746-75.1% | $14,329-88.3% | $7,344-77.1% |