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 9-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 | $5,958 | $32,117-81.4% | $71,086-91.6% | $64,186-90.7% |
| Participation rate | 16.4% | 42.7%-26.3pp | 54.7%-38.2pp | 69.6%-53.1pp |
| Annual return | -11.21% | -5.57%-5.6pp | 650.59%-661.8pp | 7.63%-18.8pp |
| Employer contribution / active EE | $279 | $712-60.8% | $1,088-74.3% | $2,381-88.3% |
| Participant deferral / active EE | $574 | $1,263-54.6% | $1,874-69.4% | $3,470-83.5% |
| Admin fee / account holder | $981 | $2,759-64.4% | $3,082-68.2% | $4,888-79.9% |