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 | $18,542 | $49,177-62.3% | $79,464-76.7% | $64,186-71.1% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.6%-5.1pp |
| Annual return | -9.37% | -1.16%-8.2pp | 718.14%-727.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $976 | $2,076-53.0% | $2,800-65.2% | $2,381-59.0% |
| Participant deferral / active EE | $2,123 | $2,821-24.8% | $3,704-42.7% | $3,470-38.8% |
| Admin fee / account holder | $2,453 | $3,839-36.1% | $5,113-52.0% | $4,888-49.8% |