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 | $17,971 | $59,805-70.0% | $79,550-77.4% | $68,494-73.8% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.5%-0.3pp | 67.9%+1.3pp |
| Annual return | -19.88% | -12.30%-7.6pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $611 | $1,505-59.4% | $2,413-74.7% | $2,596-76.5% |
| Participant deferral / active EE | $4,743 | $3,024+56.8% | $3,985+19.0% | $4,027+17.8% |
| Admin fee / account holder | $1,341 | $4,835-72.3% | $6,832-80.4% | $5,403-75.2% |