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 | $6,725 | $27,641-75.7% | $61,373-89.0% | $68,494-90.2% |
| Participation rate | 28.1% | 39.5%-11.4pp | 52.6%-24.5pp | 67.9%-39.8pp |
| Annual return | -33.13% | -13.24%-19.9pp | 338.61%-371.7pp | -7.84%-25.3pp |
| Employer contribution / active EE | $894 | $695+28.6% | $1,159-22.9% | $2,596-65.6% |
| Participant deferral / active EE | $1,511 | $1,263+19.7% | $2,125-28.9% | $4,027-62.5% |
| Admin fee / account holder | $1,390 | $2,010-30.9% | $2,130-34.8% | $5,403-74.3% |