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 4-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 | $6,335 | $27,641-77.1% | $61,373-89.7% | $68,494-90.8% |
| Participation rate | 15.8% | 39.5%-23.7pp | 52.6%-36.8pp | 67.9%-52.1pp |
| Annual return | -22.17% | -13.24%-8.9pp | 338.61%-360.8pp | -7.84%-14.3pp |
| Employer contribution / active EE | $377 | $695-45.8% | $1,159-67.5% | $2,596-85.5% |
| Participant deferral / active EE | $503 | $1,263-60.1% | $2,125-76.3% | $4,027-87.5% |
| Admin fee / account holder | $485 | $2,010-75.9% | $2,130-77.2% | $5,403-91.0% |