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 6-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 | $14,488 | $48,265-70.0% | $68,791-78.9% | $68,494-78.8% |
| Participation rate | 62.7% | 60.7%+2.1pp | 69.0%-6.3pp | 67.9%-5.1pp |
| Annual return | -21.41% | -12.71%-8.7pp | -6.38%-15.0pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,257 | $1,829-31.3% | $2,655-52.7% | $2,596-51.6% |
| Participant deferral / active EE | $2,602 | $2,867-9.2% | $3,941-34.0% | $4,027-35.4% |
| Admin fee / account holder | $1,438 | $4,355-67.0% | $4,932-70.8% | $5,403-73.4% |