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 | $21,996 | $42,894-48.7% | $60,874-63.9% | $68,494-67.9% |
| Participation rate | 61.9% | 66.8%-4.9pp | 73.1%-11.2pp | 67.9%-6.0pp |
| Annual return | -21.96% | -13.98%-8.0pp | 16.90%-38.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,965 | $1,978-0.7% | $2,701-27.3% | $2,596-24.3% |
| Participant deferral / active EE | $4,425 | $2,867+54.4% | $3,817+15.9% | $4,027+9.9% |
| Admin fee / account holder | $897 | $3,101-71.1% | $3,224-72.2% | $5,403-83.4% |