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 | $12,063 | $42,894-71.9% | $60,874-80.2% | $68,494-82.4% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -21.61% | -13.98%-7.6pp | 16.90%-38.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,331 | $1,978-32.7% | $2,701-50.7% | $2,596-48.7% |
| Participant deferral / active EE | $1,079 | $2,867-62.4% | $3,817-71.7% | $4,027-73.2% |
| Admin fee / account holder | $14,573 | $3,101+370.0% | $3,224+352.0% | $5,403+169.7% |