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 | $19,291 | $82,664-76.7% | $125,339-84.6% | $68,494-71.8% |
| Participation rate | 37.8% | 75.0%-37.2pp | 82.4%-44.5pp | 67.9%-30.1pp |
| Annual return | -35.06% | -5.97%-29.1pp | 572.05%-607.1pp | -7.84%-27.2pp |
| Employer contribution / active EE | $3,605 | $3,381+6.6% | $4,814-25.1% | $2,596+38.9% |
| Participant deferral / active EE | $7,341 | $6,110+20.1% | $7,446-1.4% | $4,027+82.3% |
| Admin fee / account holder | $614 | $6,275-90.2% | $10,010-93.9% | $5,403-88.6% |