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 | $25,677 | $54,350-52.8% | $82,719-69.0% | $68,494-62.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -21.80% | -13.67%-8.1pp | 701.18%-723.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $657 | $2,218-70.4% | $3,009-78.2% | $2,596-74.7% |
| Participant deferral / active EE | $1,204 | $3,246-62.9% | $4,395-72.6% | $4,027-70.1% |
| Admin fee / account holder | $649 | $4,395-85.2% | $5,329-87.8% | $5,403-88.0% |