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 | $23,129 | $42,894-46.1% | $60,874-62.0% | $68,494-66.2% |
| Participation rate | 31.4% | 66.8%-35.4pp | 73.1%-41.7pp | 67.9%-36.5pp |
| Annual return | -18.89% | -13.98%-4.9pp | 16.90%-35.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $679 | $1,978-65.7% | $2,701-74.9% | $2,596-73.8% |
| Participant deferral / active EE | $1,367 | $2,867-52.3% | $3,817-64.2% | $4,027-66.1% |
| Admin fee / account holder | $4,800 | $3,101+54.8% | $3,224+48.9% | $5,403-11.2% |