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 | $2,821 | $31,310-91.0% | $53,898-94.8% | $74,304-96.2% |
| Participation rate | 35.5% | 30.7%+4.8pp | 55.0%-19.5pp | 60.3%-24.9pp |
| Annual return | -27.46% | 23.16%-50.6pp | 528.60%-556.1pp | 29.43%-56.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $309 | $934-66.9% | $1,826-83.1% | $3,767-91.8% |
| Admin fee / account holder | $1,990 | $2,175-8.5% | $2,491-20.1% | $2,969-33.0% |