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 | $16,199 | $49,227-67.1% | $70,449-77.0% | $79,858-79.7% |
| Participation rate | 31.9% | 69.2%-37.3pp | 75.1%-43.1pp | 69.6%-37.7pp |
| Annual return | -1.00% | 30.06%-31.1pp | 109.03%-110.0pp | 31.71%-32.7pp |
| Employer contribution / active EE | $721 | $2,099-65.7% | $2,737-73.7% | $2,471-70.8% |
| Participant deferral / active EE | $1,759 | $2,768-36.4% | $3,709-52.6% | $3,740-53.0% |
| Admin fee / account holder | $543 | $2,878-81.1% | $3,845-85.9% | $5,306-89.8% |