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 5-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 | $14,457 | $42,383-65.9% | $76,523-81.1% | $64,186-77.5% |
| Participation rate | 30.9% | 58.1%-27.2pp | 68.0%-37.1pp | 69.6%-38.7pp |
| Annual return | -11.40% | -16.54%+5.1pp | -0.27%-11.1pp | 7.63%-19.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,572 | $2,566-38.8% | $3,835-59.0% | $3,470-54.7% |
| Admin fee / account holder | $1,421 | $3,198-55.6% | $4,848-70.7% | $4,888-70.9% |