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 8-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 | $26,180 | $27,641-5.3% | $61,373-57.3% | $68,494-61.8% |
| Participation rate | 22.7% | 39.5%-16.8pp | 52.6%-29.8pp | 67.9%-45.2pp |
| Annual return | -22.74% | -13.24%-9.5pp | 338.61%-361.3pp | -7.84%-14.9pp |
| Employer contribution / active EE | $653 | $695-6.2% | $1,159-43.7% | $2,596-74.9% |
| Participant deferral / active EE | $1,762 | $1,263+39.5% | $2,125-17.1% | $4,027-56.2% |
| Admin fee / account holder | $587 | $2,010-70.8% | $2,130-72.4% | $5,403-89.1% |