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 8-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 | $11,617 | $42,383-72.6% | $76,523-84.8% | $64,186-81.9% |
| Participation rate | 37.2% | 58.1%-20.9pp | 68.0%-30.8pp | 69.6%-32.4pp |
| Annual return | -9.52% | -16.54%+7.0pp | -0.27%-9.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,273 | $1,563-18.5% | $2,647-51.9% | $2,381-46.5% |
| Participant deferral / active EE | $2,855 | $2,566+11.2% | $3,835-25.6% | $3,470-17.7% |
| Admin fee / account holder | $611 | $3,198-80.9% | $4,848-87.4% | $4,888-87.5% |