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 | $17,302 | $49,280-64.9% | $67,313-74.3% | $64,186-73.0% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.1%-9.8pp | 69.6%-10.3pp |
| Annual return | -9.66% | -1.39%-8.3pp | -4.08%-5.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,636 | $1,668-1.9% | $2,566-36.2% | $2,381-31.3% |
| Participant deferral / active EE | $2,135 | $2,484-14.1% | $3,568-40.2% | $3,470-38.5% |
| Admin fee / account holder | $878 | $3,863-77.3% | $4,507-80.5% | $4,888-82.0% |