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 | $12,168 | $73,867-83.5% | $143,757-91.5% | $68,494-82.2% |
| Participation rate | 62.8% | 66.7%-3.9pp | 80.3%-17.5pp | 67.9%-5.1pp |
| Annual return | -21.19% | 1.01%-22.2pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $480 | $3,184-84.9% | $4,951-90.3% | $2,596-81.5% |
| Participant deferral / active EE | $2,542 | $3,384-24.9% | $5,637-54.9% | $4,027-36.9% |
| Admin fee / account holder | $1,073 | $5,755-81.4% | $14,673-92.7% | $5,403-80.1% |