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 5-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 | $6,851 | $56,053-87.8% | $75,972-91.0% | $80,856-91.5% |
| Participation rate | 55.6% | 62.0%-6.5pp | 69.1%-13.5pp | 67.6%-12.1pp |
| Annual return | 8.47% | 20.53%-12.1pp | 359.55%-351.1pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,298 | $3,052-57.5% | $4,255-69.5% | $4,296-69.8% |
| Admin fee / account holder | $2,020 | $5,234-61.4% | $6,467-68.8% | $6,918-70.8% |