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 | $17,881 | $43,327-58.7% | $59,878-70.1% | $64,186-72.1% |
| Participation rate | 60.7% | 69.2%-8.5pp | 74.7%-14.0pp | 69.6%-8.9pp |
| Annual return | -7.67% | -1.55%-6.1pp | 3.46%-11.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $836 | $2,028-58.8% | $2,722-69.3% | $2,381-64.9% |
| Participant deferral / active EE | $1,275 | $2,546-49.9% | $3,402-62.5% | $3,470-63.3% |
| Admin fee / account holder | $4,234 | $3,005+40.9% | $3,590+17.9% | $4,888-13.4% |