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 6-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 | $9,883 | $48,265-79.5% | $68,791-85.6% | $68,494-85.6% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -25.99% | -12.71%-13.3pp | -6.38%-19.6pp | -7.84%-18.1pp |
| Employer contribution / active EE | $558 | $1,829-69.5% | $2,655-79.0% | $2,596-78.5% |
| Participant deferral / active EE | $1,851 | $2,867-35.4% | $3,941-53.0% | $4,027-54.0% |
| Admin fee / account holder | $917 | $4,355-78.9% | $4,932-81.4% | $5,403-83.0% |