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 9-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 | $15,571 | $48,076-67.6% | $78,689-80.2% | $62,891-75.2% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | -0.24% | 31.35%-31.6pp | 62.18%-62.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $568 | $2,015-71.8% | $2,851-80.1% | $2,281-75.1% |
| Participant deferral / active EE | $983 | $2,588-62.0% | $3,517-72.0% | $3,203-69.3% |
| Admin fee / account holder | $8,232 | $3,207+156.7% | $4,510+82.5% | $4,296+91.6% |