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 7-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 | $13,951 | $25,979-46.3% | $71,735-80.6% | $68,494-79.6% |
| Participation rate | 34.4% | 54.5%-20.1pp | 62.3%-27.9pp | 67.9%-33.5pp |
| Annual return | -19.71% | -15.10%-4.6pp | 9.14%-28.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $442 | $900-50.9% | $1,704-74.1% | $2,596-83.0% |
| Participant deferral / active EE | $1,386 | $1,522-9.0% | $2,658-47.9% | $4,027-65.6% |
| Admin fee / account holder | $460 | $2,022-77.3% | $3,974-88.4% | $5,403-91.5% |