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 | $24,870 | $49,280-49.5% | $67,313-63.1% | $64,186-61.3% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.1%-35.7pp | 69.6%-36.2pp |
| Annual return | -8.29% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $816 | $1,668-51.1% | $2,566-68.2% | $2,381-65.7% |
| Participant deferral / active EE | $2,207 | $2,484-11.1% | $3,568-38.1% | $3,470-36.4% |
| Admin fee / account holder | $1,235 | $3,863-68.0% | $4,507-72.6% | $4,888-74.7% |