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 10-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 | $21,949 | $65,061-66.3% | $143,757-84.7% | $66,914-67.2% |
| Participation rate | 53.3% | 65.2%-11.9pp | 80.3%-27.0pp | 69.8%-16.5pp |
| Annual return | -23.43% | -11.14%-12.3pp | -0.04%-23.4pp | 1.58%-25.0pp |
| Employer contribution / active EE | $751 | $2,361-68.2% | $4,951-84.8% | $2,544-70.5% |
| Participant deferral / active EE | $1,265 | $2,919-56.7% | $5,637-77.6% | $4,237-70.1% |
| Admin fee / account holder | $369 | $502-26.5% | $14,673-97.5% | $593-37.8% |