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 | $16,143 | $43,327-62.7% | $59,878-73.0% | $64,186-74.8% |
| Participation rate | 61.7% | 69.2%-7.5pp | 74.7%-13.0pp | 69.6%-7.9pp |
| Annual return | -8.81% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,308 | $2,028-35.5% | $2,722-51.9% | $2,381-45.1% |
| Participant deferral / active EE | $1,878 | $2,546-26.3% | $3,402-44.8% | $3,470-45.9% |
| Admin fee / account holder | $1,781 | $3,005-40.7% | $3,590-50.4% | $4,888-63.6% |