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 | $22,340 | $50,958-56.2% | $74,550-70.0% | $64,186-65.2% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.1%-14.6pp | 69.6%-15.0pp |
| Annual return | -9.10% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,191 | $1,115+6.8% | $1,961-39.3% | $2,381-50.0% |
| Participant deferral / active EE | $2,744 | $2,301+19.3% | $3,108-11.7% | $3,470-20.9% |
| Admin fee / account holder | $1,022 | $4,223-75.8% | $5,060-79.8% | $4,888-79.1% |