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 | $23,515 | $52,681-55.4% | $75,781-69.0% | $59,632-60.6% |
| Participation rate | 52.5% | 67.2%-14.7pp | 75.8%-23.3pp | 68.7%-16.1pp |
| Annual return | -3.17% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,209 | $2,193-44.9% | $3,323-63.6% | $2,203-45.1% |
| Participant deferral / active EE | $1,205 | $2,591-53.5% | $3,651-67.0% | $3,192-62.3% |
| Admin fee / account holder | $822 | $3,610-77.2% | $5,299-84.5% | $4,297-80.9% |