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 | $28,311 | $112,729-74.9% | $98,716-71.3% | $137,256-79.4% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.3%-42.6pp | 80.0%-53.3pp |
| Annual return | 7.87% | 38.48%-30.6pp | 31.81%-23.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,115 | $2,725-59.1% | $2,279-51.1% | $4,156-73.2% |
| Participant deferral / active EE | $2,099 | $4,640-54.8% | $4,048-48.1% | $6,407-67.2% |
| Admin fee / account holder | $67,216 | $10,129+563.6% | $8,703+672.4% | $12,270+447.8% |