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 | $48,136 | $95,803-49.8% | $113,168-57.5% | $84,808-43.2% |
| Participation rate | 57.6% | 72.9%-15.3pp | 76.6%-19.0pp | 68.3%-10.7pp |
| Annual return | 10.39% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $833 | $2,360-64.7% | $2,975-72.0% | $2,631-68.3% |
| Participant deferral / active EE | $2,362 | $4,242-44.3% | $5,107-53.8% | $4,212-43.9% |
| Admin fee / account holder | $17,851 | $8,989+98.6% | $12,068+47.9% | $7,344+143.1% |