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 | $76,407-84.1% | $150,298-91.9% | $82,448-85.3% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | 11.49% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $509 | $2,614-80.5% | $4,154-87.8% | $2,551-80.1% |
| Participant deferral / active EE | $1,640 | $3,214-49.0% | $5,453-69.9% | $4,139-60.4% |
| Admin fee / account holder | $1,680 | $6,352-73.6% | $14,116-88.1% | $7,234-76.8% |