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 | $39,844 | $48,230-17.4% | $67,502-41.0% | $80,856-50.7% |
| Participation rate | 31.8% | 66.4%-34.6pp | 72.9%-41.1pp | 67.6%-35.8pp |
| Annual return | 5.96% | 18.28%-12.3pp | 3512.12%-3506.2pp | 35.59%-29.6pp |
| Employer contribution / active EE | $955 | $2,020-52.7% | $2,731-65.0% | $2,755-65.3% |
| Participant deferral / active EE | $1,373 | $2,924-53.0% | $4,000-65.7% | $4,296-68.0% |
| Admin fee / account holder | $63,423 | $3,681+1622.9% | $3,998+1486.5% | $6,918+816.8% |