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 | $12,429 | $43,327-71.3% | $59,878-79.2% | $64,186-80.6% |
| Participation rate | 1.7% | 69.2%-67.5pp | 74.7%-73.0pp | 69.6%-67.9pp |
| Annual return | -23.96% | -1.55%-22.4pp | 3.46%-27.4pp | 7.63%-31.6pp |
| Employer contribution / active EE | $653 | $2,028-67.8% | $2,722-76.0% | $2,381-72.6% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $825 | $3,005-72.5% | $3,590-77.0% | $4,888-83.1% |