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 7-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 | $13,318 | $73,867-82.0% | $143,757-90.7% | $68,494-80.6% |
| Participation rate | 36.9% | 66.7%-29.8pp | 80.3%-43.4pp | 67.9%-31.0pp |
| Annual return | -20.80% | 1.01%-21.8pp | -0.04%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $640 | $3,184-79.9% | $4,951-87.1% | $2,596-75.3% |
| Participant deferral / active EE | $1,311 | $3,384-61.3% | $5,637-76.7% | $4,027-67.4% |
| Admin fee / account holder | $2,786 | $5,755-51.6% | $14,673-81.0% | $5,403-48.4% |