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 8-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 | $13,869 | $65,409-78.8% | $98,442-85.9% | $85,850-83.8% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.3%-13.8pp | 69.3%-9.8pp |
| Annual return | -1.23% | 21.76%-23.0pp | 1492.73%-1494.0pp | 318.53%-319.8pp |
| Employer contribution / active EE | $1,917 | $2,168-11.6% | $2,960-35.2% | $2,565-25.3% |
| Participant deferral / active EE | $2,441 | $3,166-22.9% | $4,276-42.9% | $3,952-38.2% |
| Admin fee / account holder | $2,214 | $4,593-51.8% | $5,949-62.8% | $6,260-64.6% |