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 | $22,026 | $73,867-70.2% | $143,757-84.7% | $68,494-67.8% |
| Participation rate | 60.5% | 66.7%-6.1pp | 80.3%-19.8pp | 67.9%-7.4pp |
| Annual return | -21.05% | 1.01%-22.1pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,143 | $3,184-64.1% | $4,951-76.9% | $2,596-56.0% |
| Participant deferral / active EE | $2,971 | $3,384-12.2% | $5,637-47.3% | $4,027-26.2% |
| Admin fee / account holder | $2,286 | $5,755-60.3% | $14,673-84.4% | $5,403-57.7% |