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 | $29,269 | $62,586-53.2% | $76,768-61.9% | $64,186-54.4% |
| Participation rate | 52.9% | 72.8%-19.9pp | 77.0%-24.0pp | 69.6%-16.6pp |
| Annual return | -7.56% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $902 | $1,832-50.8% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $2,709 | $3,145-13.9% | $3,852-29.7% | $3,470-21.9% |
| Admin fee / account holder | $735 | $4,667-84.3% | $6,675-89.0% | $4,888-85.0% |