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 | $16,548 | $56,484-70.7% | $169,463-90.2% | $64,186-74.2% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -10.38% | -1.55%-8.8pp | 1.83%-12.2pp | 7.63%-18.0pp |
| Employer contribution / active EE | $975 | $1,832-46.8% | $4,159-76.6% | $2,381-59.0% |
| Participant deferral / active EE | $2,842 | $3,448-17.6% | $5,277-46.1% | $3,470-18.1% |
| Admin fee / account holder | $313 | $4,174-92.5% | $9,109-96.6% | $4,888-93.6% |