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 | $27,813 | $62,586-55.6% | $76,768-63.8% | $64,186-56.7% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -7.68% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,586 | $1,832-13.4% | $2,485-36.2% | $2,381-33.4% |
| Participant deferral / active EE | $3,671 | $3,145+16.7% | $3,852-4.7% | $3,470+5.8% |
| Admin fee / account holder | $1,865 | $4,667-60.0% | $6,675-72.1% | $4,888-61.8% |