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 6-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 | $19,889 | $142,344-86.0% | $119,609-83.4% | $134,475-85.2% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -25.01% | -12.44%-12.6pp | -14.97%-10.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $2,296 | $5,222-56.0% | $4,232-45.7% | $4,740-51.6% |
| Participant deferral / active EE | $5,814 | $6,469-10.1% | $5,602+3.8% | $6,400-9.2% |
| Admin fee / account holder | $5,077 | $13,584-62.6% | $10,323-50.8% | $11,426-55.6% |