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 | $26,187 | $73,867-64.5% | $143,757-81.8% | $68,494-61.8% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -19.60% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,027 | $3,184-67.8% | $4,951-79.3% | $2,596-60.5% |
| Participant deferral / active EE | $1,374 | $3,384-59.4% | $5,637-75.6% | $4,027-65.9% |
| Admin fee / account holder | $1,779 | $5,755-69.1% | $14,673-87.9% | $5,403-67.1% |