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 4-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 | $18,520 | $64,707-71.4% | $112,228-83.5% | $68,494-73.0% |
| Participation rate | 25.5% | 67.2%-41.7pp | 75.1%-49.6pp | 67.9%-42.4pp |
| Annual return | -22.34% | -11.40%-10.9pp | 27.45%-49.8pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,148 | $2,746-58.2% | $3,635-68.4% | $2,596-55.8% |
| Participant deferral / active EE | $1,629 | $3,565-54.3% | $4,728-65.5% | $4,027-59.6% |
| Admin fee / account holder | $752 | $5,232-85.6% | $6,410-88.3% | $5,403-86.1% |