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 | $23,712 | $62,586-62.1% | $76,768-69.1% | $64,186-63.1% |
| Participation rate | 64.8% | 72.8%-8.0pp | 77.0%-12.2pp | 69.6%-4.8pp |
| Annual return | -12.70% | -1.95%-10.8pp | 2.43%-15.1pp | 7.63%-20.3pp |
| Employer contribution / active EE | $1,398 | $1,832-23.7% | $2,485-43.8% | $2,381-41.3% |
| Participant deferral / active EE | $5,048 | $3,145+60.5% | $3,852+31.1% | $3,470+45.5% |
| Admin fee / account holder | $2,440 | $4,667-47.7% | $6,675-63.5% | $4,888-50.1% |