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 | $17,228 | $43,327-60.2% | $59,878-71.2% | $64,186-73.2% |
| Participation rate | 55.1% | 69.2%-14.1pp | 74.7%-19.6pp | 69.6%-14.5pp |
| Annual return | -8.62% | -1.55%-7.1pp | 3.46%-12.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $530 | $2,028-73.9% | $2,722-80.5% | $2,381-77.8% |
| Participant deferral / active EE | $1,508 | $2,546-40.8% | $3,402-55.7% | $3,470-56.5% |
| Admin fee / account holder | $2,696 | $3,005-10.3% | $3,590-24.9% | $4,888-44.8% |