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 9-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 | $18,291 | $42,383-56.8% | $76,523-76.1% | $64,186-71.5% |
| Participation rate | 64.9% | 58.1%+6.7pp | 68.0%-3.1pp | 69.6%-4.7pp |
| Annual return | -9.00% | -16.54%+7.5pp | -0.27%-8.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $948 | $1,563-39.4% | $2,647-64.2% | $2,381-60.2% |
| Participant deferral / active EE | $1,520 | $2,566-40.8% | $3,835-60.4% | $3,470-56.2% |
| Admin fee / account holder | $1,216 | $3,198-62.0% | $4,848-74.9% | $4,888-75.1% |