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 | $10,823 | $42,894-74.8% | $60,874-82.2% | $68,494-84.2% |
| Participation rate | 64.3% | 66.8%-2.5pp | 73.1%-8.8pp | 67.9%-3.6pp |
| Annual return | -20.11% | -13.98%-6.1pp | 16.90%-37.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $705 | $1,978-64.4% | $2,701-73.9% | $2,596-72.9% |
| Participant deferral / active EE | $2,028 | $2,867-29.3% | $3,817-46.9% | $4,027-49.7% |
| Admin fee / account holder | $542 | $3,101-82.5% | $3,224-83.2% | $5,403-90.0% |