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 | $62,796 | $67,894-7.5% | $89,340-29.7% | $82,448-23.8% |
| Participation rate | 40.0% | 64.0%-24.0pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 10.51% | 19.21%-8.7pp | 20.57%-10.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,027 | $1,828-43.8% | $2,231-54.0% | $2,551-59.8% |
| Participant deferral / active EE | $1,961 | $3,072-36.2% | $3,823-48.7% | $4,139-52.6% |
| Admin fee / account holder | $63,787 | $5,723+1014.6% | $6,704+851.5% | $7,234+781.7% |