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 9-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 | $14,499 | $42,383-65.8% | $76,523-81.1% | $64,186-77.4% |
| Participation rate | 35.4% | 58.1%-22.7pp | 68.0%-32.6pp | 69.6%-34.2pp |
| Annual return | -21.03% | -16.54%-4.5pp | -0.27%-20.8pp | 7.63%-28.7pp |
| Employer contribution / active EE | $678 | $1,563-56.6% | $2,647-74.4% | $2,381-71.5% |
| Participant deferral / active EE | $1,824 | $2,566-28.9% | $3,835-52.5% | $3,470-47.4% |
| Admin fee / account holder | $1,702 | $3,198-46.8% | $4,848-64.9% | $4,888-65.2% |