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 | $13,047 | $27,641-52.8% | $61,373-78.7% | $68,494-81.0% |
| Participation rate | 13.9% | 39.5%-25.6pp | 52.6%-38.6pp | 67.9%-54.0pp |
| Annual return | -49.37% | -13.24%-36.1pp | 338.61%-388.0pp | -7.84%-41.5pp |
| Employer contribution / active EE | $188 | $695-72.9% | $1,159-83.7% | $2,596-92.7% |
| Participant deferral / active EE | $276 | $1,263-78.1% | $2,125-87.0% | $4,027-93.1% |
| Admin fee / account holder | $7,376 | $2,010+267.0% | $2,130+246.3% | $5,403+36.5% |