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 5-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 | $12,152 | $103,949-88.3% | $69,182-82.4% | $273,961-95.6% |
| Participation rate | 5.0% | 67.4%-62.4pp | 55.1%-50.1pp | 83.0%-78.0pp |
| Annual return | -25.37% | 35.28%-60.6pp | -21.93%-3.4pp | 41.45%-66.8pp |
| Employer contribution / active EE | $16 | $1,783-99.1% | $1,206-98.7% | $4,869-99.7% |
| Participant deferral / active EE | $98 | $2,716-96.4% | $1,897-94.8% | $5,287-98.1% |
| Admin fee / account holder | $4,903 | $3,671+33.6% | $2,697+81.8% | $10,132-51.6% |