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 | $26,867 | $62,586-57.1% | $76,768-65.0% | $64,186-58.1% |
| Participation rate | 61.4% | 72.8%-11.5pp | 77.0%-15.6pp | 69.6%-8.2pp |
| Annual return | -8.47% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,236 | $1,832-32.5% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $1,926 | $3,145-38.8% | $3,852-50.0% | $3,470-44.5% |
| Admin fee / account holder | $781 | $4,667-83.3% | $6,675-88.3% | $4,888-84.0% |