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 | $12,650 | $73,867-82.9% | $143,757-91.2% | $68,494-81.5% |
| Participation rate | 56.3% | 66.7%-10.4pp | 80.3%-24.1pp | 67.9%-11.6pp |
| Annual return | -19.45% | 1.01%-20.5pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,570 | $3,384+5.5% | $5,637-36.7% | $4,027-11.3% |
| Admin fee / account holder | $1,728 | $5,755-70.0% | $14,673-88.2% | $5,403-68.0% |