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 7-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 | $7,746 | $27,641-72.0% | $61,373-87.4% | $68,494-88.7% |
| Participation rate | 55.0% | 39.5%+15.5pp | 52.6%+2.4pp | 67.9%-12.9pp |
| Annual return | -24.13% | -13.24%-10.9pp | 338.61%-362.7pp | -7.84%-16.3pp |
| Employer contribution / active EE | $278 | $695-60.0% | $1,159-76.0% | $2,596-89.3% |
| Participant deferral / active EE | $2,089 | $1,263+65.3% | $2,125-1.7% | $4,027-48.1% |
| Admin fee / account holder | $3,420 | $2,010+70.2% | $2,130+60.6% | $5,403-36.7% |