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 | $23,359 | $27,641-15.5% | $61,373-61.9% | $68,494-65.9% |
| Participation rate | 48.3% | 39.5%+8.8pp | 52.6%-4.2pp | 67.9%-19.6pp |
| Annual return | -21.87% | -13.24%-8.6pp | 338.61%-360.5pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,261 | $695+81.3% | $1,159+8.8% | $2,596-51.4% |
| Participant deferral / active EE | $4,479 | $1,263+254.6% | $2,125+110.8% | $4,027+11.2% |
| Admin fee / account holder | $566 | $2,010-71.8% | $2,130-73.4% | $5,403-89.5% |