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 7-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 | $29,814 | $57,016-47.7% | $84,966-64.9% | $80,856-63.1% |
| Participation rate | 44.8% | 56.3%-11.5pp | 67.5%-22.7pp | 67.6%-22.8pp |
| Annual return | 7.64% | 21.66%-14.0pp | 66.38%-58.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,116 | $1,798-37.9% | $2,727-59.1% | $2,755-59.5% |
| Participant deferral / active EE | $2,210 | $3,110-28.9% | $4,519-51.1% | $4,296-48.6% |
| Admin fee / account holder | $8,165 | $4,980+63.9% | $6,149+32.8% | $6,918+18.0% |