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 | $14,819 | $73,867-79.9% | $143,757-89.7% | $68,494-78.4% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | -21.99% | 1.01%-23.0pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $790 | $3,184-75.2% | $4,951-84.1% | $2,596-69.6% |
| Participant deferral / active EE | $3,577 | $3,384+5.7% | $5,637-36.5% | $4,027-11.2% |
| Admin fee / account holder | $364 | $5,755-93.7% | $14,673-97.5% | $5,403-93.3% |