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 6-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 | $19,297 | $48,265-60.0% | $68,791-71.9% | $68,494-71.8% |
| Participation rate | 34.0% | 60.7%-26.7pp | 69.0%-35.0pp | 67.9%-33.9pp |
| Annual return | -23.81% | -12.71%-11.1pp | -6.38%-17.4pp | -7.84%-16.0pp |
| Employer contribution / active EE | $693 | $1,829-62.1% | $2,655-73.9% | $2,596-73.3% |
| Participant deferral / active EE | $1,737 | $2,867-39.4% | $3,941-55.9% | $4,027-56.9% |
| Admin fee / account holder | $849 | $4,355-80.5% | $4,932-82.8% | $5,403-84.3% |