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 3-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 | $18,209 | $84,527-78.5% | $67,711-73.1% | $125,391-85.5% |
| Participation rate | 15.4% | 74.8%-59.4pp | 67.5%-52.1pp | 83.2%-67.8pp |
| Annual return | -11.36% | 2.57%-13.9pp | 25.41%-36.8pp | 282.22%-293.6pp |
| Employer contribution / active EE | $280 | $3,292-91.5% | $2,559-89.0% | $4,866-94.2% |
| Participant deferral / active EE | $1,444 | $4,429-67.4% | $3,585-59.7% | $5,352-73.0% |
| Admin fee / account holder | $634 | $5,340-88.1% | $4,255-85.1% | $9,540-93.4% |