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 | $16,223 | $95,862-83.1% | $79,550-79.6% | $134,475-87.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -25.86% | -2.69%-23.2pp | 0.16%-26.0pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,369 | $3,128-24.3% | $2,413-1.8% | $4,740-50.0% |
| Participant deferral / active EE | $4,838 | $4,693+3.1% | $3,985+21.4% | $6,400-24.4% |
| Admin fee / account holder | $6,901 | $9,126-24.4% | $6,832+1.0% | $11,426-39.6% |