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 | $14,415 | $48,076-70.0% | $78,689-81.7% | $62,891-77.1% |
| Participation rate | 52.3% | 65.2%-12.9pp | 73.6%-21.3pp | 69.3%-17.0pp |
| Annual return | -0.06% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $354 | $2,015-82.5% | $2,851-87.6% | $2,281-84.5% |
| Participant deferral / active EE | $791 | $2,588-69.4% | $3,517-77.5% | $3,203-75.3% |
| Admin fee / account holder | $1,951 | $3,207-39.2% | $4,510-56.7% | $4,296-54.6% |