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 | $20,454 | $73,867-72.3% | $143,757-85.8% | $68,494-70.1% |
| Participation rate | 35.3% | 66.7%-31.4pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | -21.19% | 1.01%-22.2pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $535 | $3,184-83.2% | $4,951-89.2% | $2,596-79.4% |
| Participant deferral / active EE | $1,111 | $3,384-67.2% | $5,637-80.3% | $4,027-72.4% |
| Admin fee / account holder | $652 | $5,755-88.7% | $14,673-95.6% | $5,403-87.9% |