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 | $23,877 | $71,883-66.8% | $86,677-72.5% | $68,494-65.1% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -19.59% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,866 | $2,173-14.1% | $2,836-34.2% | $2,596-28.1% |
| Participant deferral / active EE | $3,946 | $3,779+4.4% | $4,656-15.2% | $4,027-2.0% |
| Admin fee / account holder | $1,368 | $6,112-77.6% | $7,493-81.7% | $5,403-74.7% |