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 | $19,915 | $73,867-73.0% | $143,757-86.1% | $68,494-70.9% |
| Participation rate | 55.8% | 66.7%-10.9pp | 80.3%-24.5pp | 67.9%-12.1pp |
| Annual return | -20.64% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $835 | $3,184-73.8% | $4,951-83.1% | $2,596-67.9% |
| Participant deferral / active EE | $3,870 | $3,384+14.4% | $5,637-31.3% | $4,027-3.9% |
| Admin fee / account holder | $1,805 | $5,755-68.6% | $14,673-87.7% | $5,403-66.6% |