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 | $25,519 | $73,867-65.5% | $143,757-82.2% | $68,494-62.7% |
| Participation rate | 35.7% | 66.7%-30.9pp | 80.3%-44.6pp | 67.9%-32.2pp |
| Annual return | -21.03% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $700 | $3,184-78.0% | $4,951-85.9% | $2,596-73.0% |
| Participant deferral / active EE | $1,003 | $3,384-70.4% | $5,637-82.2% | $4,027-75.1% |
| Admin fee / account holder | $3,572 | $5,755-37.9% | $14,673-75.7% | $5,403-33.9% |