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 | $21,000 | $43,327-51.5% | $59,878-64.9% | $64,186-67.3% |
| Participation rate | 64.5% | 69.2%-4.7pp | 74.7%-10.2pp | 69.6%-5.1pp |
| Annual return | -8.00% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $859 | $2,028-57.7% | $2,722-68.4% | $2,381-63.9% |
| Participant deferral / active EE | $2,561 | $2,546+0.6% | $3,402-24.7% | $3,470-26.2% |
| Admin fee / account holder | $9,792 | $3,005+225.9% | $3,590+172.7% | $4,888+100.3% |