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 | $18,781 | $48,076-60.9% | $78,689-76.1% | $62,891-70.1% |
| Participation rate | 55.3% | 65.2%-9.9pp | 73.6%-18.2pp | 69.3%-14.0pp |
| Annual return | -1.72% | 31.35%-33.1pp | 62.18%-63.9pp | 20.14%-21.9pp |
| Employer contribution / active EE | $519 | $2,015-74.3% | $2,851-81.8% | $2,281-77.3% |
| Participant deferral / active EE | $806 | $2,588-68.8% | $3,517-77.1% | $3,203-74.8% |
| Admin fee / account holder | $1,998 | $3,207-37.7% | $4,510-55.7% | $4,296-53.5% |