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 | $13,982 | $73,867-81.1% | $143,757-90.3% | $68,494-79.6% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -21.12% | 1.01%-22.1pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $498 | $3,184-84.4% | $4,951-89.9% | $2,596-80.8% |
| Participant deferral / active EE | $1,554 | $3,384-54.1% | $5,637-72.4% | $4,027-61.4% |
| Admin fee / account holder | $1,487 | $5,755-74.2% | $14,673-89.9% | $5,403-72.5% |